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New Job Client Administration Officer - Dynamic Funds - Toronto In Ontario

Client Administration Officer - Dynamic Funds - Toronto
Client Administration Officer - Dynamic Funds - Toronto

Client Administration Officer - Dynamic Funds - Toronto

Company : Scotiabank
Salary : Details not provided
Location : Ontario

Full Description

Requisition ID: 150769

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

Global Wealth Management Operations - Dynamic Funds


We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.

This is an excellent opportunity for individuals who have a passion for finance and would like a career driven by customer service. The candidate must be fluent in English, French is an asset but not required. Strong verbal and written communication skills are required.

As the successful candidate you will have the opportunity to provide excellent service to clients by researching and resolving trade requests & you will report directly to the Manager, Client Administration. All new employees to Client Administration will complete an on-the-job training program.


  • Maintain a high level of service to our clients by ensuring that we process the client’s needs accurately and efficiently
  • Process non-financial mutual fund transactions
  • Investigate and track system issues and develop workarounds/solutions
  • Work with Manager to define and enhance procedures
  • Work with team to provide proactive solutions to problems and potential issues
  • Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
  • Participate in special projects/assignments; perform other duties as required


  • Minimum 2 to 3 years’ experience in customer service or back office environment
  • Knowledge of industry databases (i.e iFAST, AWD) a definite asset
  • Good mutual fund industry & product knowledge ( funds, account characteristics, industry knowledge)
  • Strong problem-solving skills
  • Strong attention to detail
  • Good verbal & written communication skills
  • Ability to prioritize & organize incoming work
  • Excellent time management skills
  • Ability to work in a fast-paced, constantly changing environment
  • Ability to multi-task
  • Ability to meet and maintain specified minimum productivity and quality standards


  • Completed post-secondary education
  • Canadian Investment Funds Operations Course (CIFOC) is an asset

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. 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.