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Title:  Wealth Management: Accounting officer, Trade Corrections- Summer Intern 2021

 

 

 

Requisition ID: 94636

Join the Global Community of Scotiabankers to help customers become better off.

 

 

POSITION TITLE:  :  Wealth Management: Accounting officer, Trade Corrections- Summer Intern 2021

 

LOCATION: Toronto, ON

 

DEPARTMENT: Global Wealth Management

 

WORK TERM:  4-month summer work term (May 2021 – August 2021)       

 

 

PURPOSE

 

Reporting to the PB Senior Manager – Projects, this role contributes to the overall success of the Private Banking – Operations, Sales Support & Projects team ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures

 

 

KEY ACCOUNTABILITIES

 

Increase customer satisfaction through service excellence by:

  • Identify and execute all Mutual Fund trade corrections with maximum risk exposure for priority processing
  • Prepare and allocate all profit and loss generated from processing trade corrections
  • Daily and monthly reconciliation/reporting for the error account.
  • Attend to daily inquiries by phone and/or written communication from Advisors and Mutual
  • Fund Representatives.
  • Complete sundry duties as assigned

 

 

QUALIFICATIONS

 

A high degree of customer focus and a strong customer service orientation is required to ensure a consistent service experience for our customers. Flexibility is required to adapt to a wide variety of tasks and functions. To be successful, the following functional competencies are the minimal expected requirements:

 

  • Minimum post-secondary education
  • Completion of Canadian Securities course
  • Minimum of 2 years industry experience, specifically relating to Mutual Funds.
  • Strong PC and keyboarding skills;
  • Strong knowledge of Excel formulas and macros
  • Basic practical accounting skills;
  • Strong organizational skills
  • Excellent time management and accuracy skills are essential in accomplishing specific tasks within strict deadlines

 

 

DIMENSIONS

 

You are responsible for working independently within those authorities granted to and acknowledged by you on the Position Authorities contract. Ongoing development of your skills will be facilitated through ongoing coaching from your immediate supervisor and internal/external training. This may result in increased authorities over time.

 

 

WORKING ENVIRONMENT

 

The work area is somewhat restricted, which may require standing or sitting for long periods. A standard office environment is provided. The position is primarily non- physical, however, some shifting and lifting of paperwork and boxes is required. Customer demands are constant and unpredictable. Work is somewhat repetitious with minimal control over pace of work.

 

 

HOW TO APPLY

 

For students, we are focused on learning about who you are and what you’re interested in to uncover your true potential.  In short, we don’t believe resumes will provide us with an accurate depiction of what you’re truly about to properly assess your potential.  Instead we want to get to know YOU and hear about the experiences that have shaped you. We know… this might sound crazy but for students applying to one of our co-ops, internships or TILT new grad programs we are no longer requiring resumes. Instead we ask that as part of your application, you complete the below:

  1. Complete your PLUM Profile: https://bit.ly/3i9j63P  
  2. Complete a short one-way video interview: https://ca.rivs.com/92-02-52/
  3. Apply to the role through our career site! When the application asks for your resume, instead upload a screenshot of your plum to show us you’ve completed it, we have full access to your entire profile from Plum and won’t use the screenshot but it’s a great reminder for each of you to have completed it. Alternatively you can submit a resume if you want, we just will not be relying on it when we assess you

 

Location(s):  Canada : Ontario : Toronto 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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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