Investment Support Officer

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

Purpose

Contributes to the overall success of the Investment Support, Adjustments POD in the GBS-DR ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies and procedures.

Accountabilities

- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

- Effectively and efficiently action any requests into the Investment Services Unit under both SSI and BNS dealers.

- Retrieves and processes all the transactions received and maintains the Bank’s systems up-to-date following Scotia Service Standards and agreements as per Service Level Agreement terms.

- Ensures all SSI and BNS dealer account transfers received on a daily basis are processed in an accurate, timely and high-quality by:
Completing, verifying, and processing Adjustment and Unlocking Forms.
Maintaining accurate records of account transfer bookkeeping entries.
Providing prompt and accurate follow-up on outstanding transfer items.

- Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect, and confidence.

- Escalating concerns and coordination resolutions with their manager.

- Reporting any unusual occurrences or fraudulent activities to their manager immediately.

- 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 their 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.

- Champions a high performance environment and contributes to an inclusive work environment.

Reporting Relationships

Primary Manager:
• Manager, Investment Support – Adjustments/Senior Manager, Investment Support, GBS-DR

Dimensions

- Scotia Mutual Funds, 3rd Party Mutual Funds, GIC’s, Non-Registered and Registered Accounts (RRIF, LIF, LRIF, PRIF, LIRA, RRSP, TFSA)

- Systems: RPM SSUI, IPUI, Intralink, FundSERV, FundCom, and Image/AS400, ATON, PEGA GOFS

Education / Experience / Other Information

- Post-Secondary Education

- Advanced English language skills

- Ability to deal effectively with customer inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department.

- Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently.

- Good organizational skills to manage workload and effectively assist/train employees.

- Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners, an asset.

- Good knowledge of Microsoft Office applications (Excel, Word, Outlook)

Working Conditions

- Work in a standard office-based environment; non-standard hours are a common occurrence.

- No travel requirements.

- Attention to details when reviewing/reading material.

- Pressure from meeting deadlines and situations requiring prompt attention.

- Can experience significant fluctuations in volumes of work or unexpected events (e.g., system interruptions) which may require overtime.

- Works in a constantly changing environment.

- Provides national coverage between the hours of operation: Monday to Friday, 8 a.m. – 8 p.m. and Saturday 8:30am – 5:30pm Atlantic Standard Time.

Location(s)

Colombia : Bogota : Bogota

Scotia GBS is a Scotiabank Group company located in Bogota, Colombia created to support different processes of the Bank and the development and execution of its global services strategy in 15 countries in the Americas. It is composed of 7 service units. We offer an inclusive, positive work environment, and competitive benefits.

At ScotiaGBS, 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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at ScotiaGBS; however, only those candidates who are selected for an interview will be contacted.

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