Requisition ID: 272712

Thanks for your interest in ScotiaGBS, the best campus in Bogota.

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

PurposeContributes 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 in-depth kn

📌 Investment Support Officer (Bogotá)
🏢 Scotiabank
📍 Bogotá