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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 team in the GBS-Colombia ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.
Accountabilities
• Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Provides administrative and processing support by:
• Providing coverage on a variety of jobs within various units as determined by leadership, based on day-to-day operational requirements.
• Ensures all SSI and BNS dealer account transfers received daily are processed in an accurate, timely and high-quality by:
• Completing, verifying and processing Transfer Forms.
• Maintaining accurate records of account transfer bookkeeping entries.
• Providing prompt and accurate follow-up on outstanding transfer items.
• Ensures all SSI and BNS dealer account transfers received daily 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.
• • Ensures all SSI and BNS dealer RESP & RDSP requests received daily are processed.
• • Effectively, efficiently, and accurately review, process, and verify transactions; within assigned limits, for Scotia RESP and RDSP (both basic and comprehensive requests), ensuring that ESDC / CRA / MRQ regulations governing these products are adhered to and that Bank losses are avoided.
• •Being accountable for your own development to acquire and maintain an
📌 Investment Support Officer (Bogotá)
🏢 Scotiabank Global Site
📍 Bogotá
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