Account Associate

Requisition ID: 209692

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

The Account Associate, Custody Services provides and delivers proactive administrative and client service support to Account Managers and client portfolios of diverse sizes and complexity. The Account Associate may support specific Account Managers directly or be a part of a Central Unit that supports various functions on behalf of Custody teams and other Scotiatrust branches nationally, performing in compliance with governing regulations, internal policies, and procedures.

This role will commence January 6, 2025.

Is this role right for you? In this role you will:

• Provide effective back-up in the absence of the Account Manager or Account Associate peers by responding to the client and partner needs in a timely manner and referring matters to other resources where appropriate
• Proactively liaise with internal departments to investigate and resolve issues
• Process new account openings and review and set-up client files in a timely and accurate manner
• Assist with the collection and validation of client documentation to satisfy regulatory (AML/QI/FATCA/CRS) and internal policy requirements
• Process deposits, contributions, withdrawals, trade & forex, and other client entries
• Monitor account activity and cash positions ensuring adherence to policy and procedure and identify unusual account activity or operational issues to the Market Lead

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• Fluency in Spanish/English is required
• Post-secondary degree or diploma or 2+ years of industry experience
• Developing experience in financial services industry and focus on securities administration
• The ability to manage a dynamic day with competing deadlines
• Strong end-user computer skills
• A high degree of accuracy

Location(s): Canada : Ontario : Toronto

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.