OLB Senior Operations Representative

Requisition

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

Purpose

The Senior Operations Representative will maintain current knowledge in one or more functional areas including:
Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits. They will focus on day-to-day processing of a variety of high-volume requests with particular focus on the more complex and higher risk requests.

Accountabilities:

Accurate handling of client requests:

• Maintain current knowledge of policies and procedures pertaining to one or more functional areas including Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits.

• Display critical thinking when reviewing and processing requests in accordance with business policy and SLA.

• Perform corrections or adjustments to client accounts within authorized limits and/or defined approval criteria.

• Coordinate processes with support teams as required.

• Exhibit strong written and verbal skills when communicating with clients.

• Maintain current knowledge of operational processes and policy

• Actively participate or co-lead team learning through active cross-training, developmental and team performance activities including team meetings and coaching sessions

• Play a key role when training new colleagues or implementing new procedures.

• Work on special projects as assigned.

Education / Experience / Other Information:

• College or University degree preferred.

• 1+ year in a financial services industry role.

• Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) an asset.

• Prior knowledge of direct investing operations

• Strong organization, problem solving, and time management skills.

• Experience with Scotia Wealth Brokerage Applications (ADP, STAR, Wealth One)

• Strong PC user skills in Microsoft Word, Microsoft Excel, and Microsoft Access