Tag: Fee

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Wed, 08 Jan 2025 23:04:51 GMT

Job description: Requisition ID: 214086Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Term: May – August 2025Application Deadline: 01/17/2025Working under the direction of the Manager, Fee Monitoring and Admin, the Fee Based Operations Admin Support is responsible for providing prompt, accurate and professional service to Wealth Advisors, Associates, and Branch Support Staff. The incumbent’s main responsibility will be to provide first line support on various operational procedures and supervision on activities as it relates to fee-based account policies and procedures. In addition, the incumbent may support the business by carrying out a variety of data processing related tasks (this may include instruction for selling securities for non- permitted transactions and running data queries for our Banking partners). Ensuring all tasks are processed with great accuracy and providing excellent customer service to all clients (internal and external) and our partners is paramount.Is this role right for you? In this role, you will:

• Provide administrative support for all fee-based Programs (PPlus, MPP, iPartner, Summit, Pinnacle, SIP, and international accounts)
• Handle inquiries from Wealth Advisors, Assistants and Branch Support Staff regarding the various processes and procedures in relation to fee-based accounts.
• Liaise with back-office departments (On-boarding, Registered Products, Client Accounting, Mutual Funds,) to assist the branches with questions, concerns, and problems.
• Process early exits, cancel and amendment of fees, security exclusions.
• Identify potential and actual concerns, conduct necessary follow-up inquiries, and ensure that appropriate corrective actions are executed in a timely manner while ensuring adherence to the policy and procedures.
• Monitor/Reconcile security classification in fee billing system.
• Monitor and Review client Fee Agreements for completion on WealthOne DPR.
• Provide back-up to the Feebased support staff and ad-hoc projects when necessary.
• Participate actively in team learning development activities and team performance achievements.
• Work in a calm and positive manner in a fast-paced environment with volumes dictated by customer demands.
• Adhere to the Bank’s Guidelines for Business Conduct and Privacy Code and demonstrate a full understanding of the legal implications of dealing with client requests while maintaining the confidentiality of client information.
• Perform sundry duties as assigned by the Manager.

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

• Customer focused, providing a superior client experience for all clients and Advisors.
• Strong developed multi-tasking skills are essential, exceptional time/priority management, detail oriented.
• Individually motivated, strong relationship building skills.
• Excellent communication skills
• Ability to work under pressure and produce deliverables that reflect high standards.
• Familiarity with a variety of enterprise system technologies (e.g., web-based, mainframe, AS/400, relational databases); experience with Broadridge, PureFees, PureFacts, Salesforce, Charles River, or other securities brokerage applications would be an asset.
• Sound technical skills with the confidence to walk users through problems and provide solutions.
• Working knowledge of general computer applications such as Word, Excel, PowerPoint, and Access.
• Understanding of ScotiaMcLeod procedures, policies, and regulatory guidelines.
• Ability to organize workload, set priorities and manage time deadlines.
• Strong team building skills to ensure co-operative working relationships with co-workers, management, branches and third parties always Conveying the highest standards of professionalism.
• Ability to work with others under a team structure by being sensitive and understanding to the needs and diversity of others.
• Must be able to exercise decision making skills and use initiative in fulfilling the day-to-day requirements of the position.

What’s in it for you?

• You’ll be part of a diverse, collaborative, innovative, and high-performing team.
• In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!
• Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more!
• Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

How do I apply?For students applying to our internship/co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below: * Complete your PLUM Profile
and save as a screenshot. * Complete short one-way video interview

• Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

**In order to be considered for student opportunities at Scotiabank and/or Tangerine, you must complete all steps above. **Location(s): Canada : Ontario : TorontoScotiabank 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 . 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.

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Thu, 09 Jan 2025 06:28:16 GMT

Job description: Requisition ID: 214086Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Term: May – August 2025Application Deadline: 01/17/2025Working under the direction of the Manager, Fee Monitoring and Admin, the Fee Based Operations Admin Support is responsible for providing prompt, accurate and professional service to Wealth Advisors, Associates, and Branch Support Staff. The incumbent’s main responsibility will be to provide first line support on various operational procedures and supervision on activities as it relates to fee-based account policies and procedures. In addition, the incumbent may support the business by carrying out a variety of data processing related tasks (this may include instruction for selling securities for non- permitted transactions and running data queries for our Banking partners). Ensuring all tasks are processed with great accuracy and providing excellent customer service to all clients (internal and external) and our partners is paramount.Is this role right for you? In this role, you will:

• Provide administrative support for all fee-based Programs (PPlus, MPP, iPartner, Summit, Pinnacle, SIP, and international accounts)
• Handle inquiries from Wealth Advisors, Assistants and Branch Support Staff regarding the various processes and procedures in relation to fee-based accounts.
• Liaise with back-office departments (On-boarding, Registered Products, Client Accounting, Mutual Funds,) to assist the branches with questions, concerns, and problems.
• Process early exits, cancel and amendment of fees, security exclusions.
• Identify potential and actual concerns, conduct necessary follow-up inquiries, and ensure that appropriate corrective actions are executed in a timely manner while ensuring adherence to the policy and procedures.
• Monitor/Reconcile security classification in fee billing system.
• Monitor and Review client Fee Agreements for completion on WealthOne DPR.
• Provide back-up to the Feebased support staff and ad-hoc projects when necessary.
• Participate actively in team learning development activities and team performance achievements.
• Work in a calm and positive manner in a fast-paced environment with volumes dictated by customer demands.
• Adhere to the Bank’s Guidelines for Business Conduct and Privacy Code and demonstrate a full understanding of the legal implications of dealing with client requests while maintaining the confidentiality of client information.
• Perform sundry duties as assigned by the Manager.

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

• Customer focused, providing a superior client experience for all clients and Advisors.
• Strong developed multi-tasking skills are essential, exceptional time/priority management, detail oriented.
• Individually motivated, strong relationship building skills.
• Excellent communication skills
• Ability to work under pressure and produce deliverables that reflect high standards.
• Familiarity with a variety of enterprise system technologies (e.g., web-based, mainframe, AS/400, relational databases); experience with Broadridge, PureFees, PureFacts, Salesforce, Charles River, or other securities brokerage applications would be an asset.
• Sound technical skills with the confidence to walk users through problems and provide solutions.
• Working knowledge of general computer applications such as Word, Excel, PowerPoint, and Access.
• Understanding of ScotiaMcLeod procedures, policies, and regulatory guidelines.
• Ability to organize workload, set priorities and manage time deadlines.
• Strong team building skills to ensure co-operative working relationships with co-workers, management, branches and third parties always Conveying the highest standards of professionalism.
• Ability to work with others under a team structure by being sensitive and understanding to the needs and diversity of others.
• Must be able to exercise decision making skills and use initiative in fulfilling the day-to-day requirements of the position.

What’s in it for you?

• You’ll be part of a diverse, collaborative, innovative, and high-performing team.
• In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!
• Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more!
• Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

How do I apply?For students applying to our internship/co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below: * Complete your PLUM Profile
and save as a screenshot. * Complete short one-way video interview

• Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

**In order to be considered for student opportunities at Scotiabank and/or Tangerine, you must complete all steps above. **Location(s): Canada : Ontario : TorontoScotiabank 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 . 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.