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Client Reporting Assistant

Ottawa, ON
Full Time
2 days ago
Requisition ID: 158746

We are committed to investing in our employees and helping you continue your career at Scotiabank.

The position, reporting to the Team Lead, Client Reporting is responsible to support the efficient day to day operations of the Client Reporting administration team, and governance-related activities. This position contributes to maintaining high standards of client service, quality control and operational efficiency.

Duties & Responsibilities:

The Assistant is required to perform a range of duties including, but not limited to:
  • Responsible for weekly production of the PIC Welcome Packages
  • Complete mailing of the monthly dealer reports to all financial institutions
  • Complete mailing of all regulatory and ad-hoc letters and packages
  • Respond to general information requests from within the company
  • Forward incoming general e-mails and faxes to the appropriate employee
  • Sort incoming mail, faxes and deliveries for distribution
  • Scanning and indexing of all legal and general documents
  • Managing distribution of regional mail
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Education & Experience:

  • Community college diploma or equivalent
  • The ability to communicate in English is required and a working knowledge of French is an asset.
  • Proficient in the use of Microsoft Excel, Word, and Outlook
  • Proficiency in using office equipment

Competency Requirements:

  • Strong organizational skills
  • Accuracy and attention to detail
  • Good understanding of financial products is an asset
  • Able to foster and maintain positive working relationships and work cooperatively with others
  • Excellent oral and written communication skills
  • Ability to be proactive and take initiative
  • Anticipate, understand, and respond to the needs of clients to meet or exceed their expectations

Location(s): Canada : Ontario : Ottawa
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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