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Title:  Transfers Administrator




Requisition ID: 202733

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


The Transfers Administrator is responsible for providing courteous, accurate and timely information to our internal business lines, ScotiaMcLeod, iTRADE, Scotiatrust and PIC relating to processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries regarding the account transfer process. The Transfers Administrator will also be responsible for cross training and participation during team meetings and huddles as a part of knowledge sharing and maintaining best practices and adherence to regulatory requirements.


Is this role right for you? In this role you will:

  • Complete all transfer related activities in an efficient manner
  • Process, review and follow up on redemption requests
  • Build and maintain strong relationships with other firms and internal departments to resolve problems/issues in a timely manner
  • Assist management with planning and continual process review by bringing forward ideas and implementing communication and other recommended changes
  • Review various reports/systems to follow-up on outstanding transfers and aged items and ensure the accounts are commented accordingly
  • Resolve problems, issues and situations at a senior level as required, including but not limited to identifying anomalies and errors, and carrying out the appropriate correcting entries and/or activity, fee issues, and claims/cancellations
  • Ensure client accounts are thoroughly noted, clearly detailing the timeline and status of the transfers
  • Bring forward/escalate problem items as necessary to the Manager
  • Provide a friendly courteous environment for internal & external clients in response to account transfer inquiries
  • Accurately record daily statistics of all inquiries received and completed
  • Provide coverage as required during absence and or increased volumes


Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Post secondary education
  • Financial industry work experience preferred
  • Knowledge of Broadridge applications:  ZRSP, ZTRF, MRGN, MSDI, ATON (TFIN, TFOT) PLAN, ZCBA, NNAD.
  • Knowledge of other applications: CDS, ATON, COLD/On Demand, Fundserv, Webpost, STAR.
  • Knowledge of PC applications, specifically Microsoft Office
  • Knowledge of securities products such as GIC’s, Equities, Mutual Funds and Bonds
  • Some knowledge of Interbroker Transfer procedures and IIROC regulatory requirements
  • General knowledge of operational and regulatory processes governing the Wealth Management industry in Canada
  • Effective communication skills both oral and written
  • The ability to work independently and multi-task in a team-oriented environment
  • An ability to work well under pressure and effective negotiating skills
  • Strong attention to detail with a focus on accuracy
  • Excellent problem-solving skills


Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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