Investment Support Officer - Tahoe

Job description

Requisition ID: 250220 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Investment Support Officer: Purpose: The Investment Support Officer is responsible for effectively supporting Scotia Mutual Funds, RRIFs, RSPs at an expert level, relative to setting up these accounts and processing of adjustments and exception transactions to all accounts. The primary goal of this position is to ensure that every transaction/adjustment received is handled accurately and in a timely manner; any errors or delays could result in losses to the bank. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures Is This Role Right For You? Responsibilities: - Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. - Effectively, efficiently and accurately review and process adjustments, exception transactions and correction for all Scotia Mutual Funds plans, ensuring that Revenue Canada regulations and securities regulations governing these products are adhered to and that bank losses are avoided. - Acquiring and maintaini...