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Client Reporting Coordinator

Ottawa, ON
Full Time
4 days ago
Requisition ID: 158814

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

As a Client Reporting Coordinator, reporting to the Team Lead, Client Reporting, you will be a ccountable for knowledge of Canadian tax rules and regulations, as well as various processes and procedures relating to interest income, capital gains, return of capital, dividends (Canadian & Foreign), income distributions, along with CRM2 reporting for all business lines supported. Leveraging this knowledge, the incumbent will be required to support the composition, validation, and execution of non-registered tax slips as part of the larger tax delivery program ensuring that the various accountabilities are processed to the highest standard as per regulatory requirements under the Income Tax Act (overseen by Canada Revenue Agency) and various provincial acts.

Duties & Responsibilities:

  • Produce, reconcile, and file applicable non-registered tax slips accurately and within defined regulatory timelines for all business lines under MD Financial Management Inc
  • Prepare and calculate manual tax receipts and slips if required
  • Perform routine data integrity audits to ensure accurate and complete tax reporting and perform data clean up as required
  • Ensure associated policy and procedure documents are reviewed regularly and updated as required
  • Investigate and support non-registered tax and CRM2 inquiries and/or escalations
  • Identify, document, and support resolution of system defects and process gaps, as required
  • Develop and maintain a variety of communication channels among all internal stakeholders regarding the status of tax production activities and timelines
  • Understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
  • Actively pursue effective and efficient operation of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework)
  • Sundry duties as assigned

Education & Experience:

  • University degree or College diploma, preferably with a financial, tax, and/or accounting background
  • 2 years' experience in the Financial Services industry with an understanding of the rules related to non-registered investments and applicable tax-related issues
  • Thorough understanding of all accounting and administrative policies and procedures as related to client transactions
  • Experience with customer relationships management tool
  • Completion of the Canadian Securities Course, STEP and/or CSI Taxation Courses are an asset
  • Bilingualism (French/English) is an asset

Competency Requirements:

  • Accuracy & Thoroughness - Keeps an organized work environment and shows concern for accuracy/quality
  • Analytical Thinking - Show an ability to use logic and critical thinking to analyze situations and determine the appropriate course of action
  • Communications - Interacts with people openly and directly. Clearly communicates in a tailored manner to the required audience/situation
  • Customer Focus - Clear focus on customer service including correcting problems correctly
  • Decision Making - Makes routine decisions as needed
  • Efficiency - Shows general concern for efficiency
  • Team Focus - Expresses positive expectations and shares information
  • Ability to manage multiple tasks, priorities, and projects
  • Must be self-starter and independent task oriented, to work with minimum supervisor based on guidance from management
  • Familiarity with regulatory/compliance aspects of tax reporting and security management
  • Excellent communication (both verbal and written) and interpersonal skills
  • Demonstrated initiative, resourcefulness, and flexibility
  • Sound capacity to assess, develop and monitor complex business processes
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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