Client Administration Officer - 6 Month Temporary

Requisition ID : 205950

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors.

Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline.

Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

As a Client Administration Officer you will be responsible for providing excellent service to clients by executing trade tickets and resolving service requests.

This is a 6 month term position.

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

• Accurately process financial & non-financial mutual fund transactions;
• Perform Quality control of team tasks as required;
• Review and action data integrity reports
• Place outbound calls to resolve NIGO items;
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
• Meet individual, team, and department Key Performance Indicators (KPI)
• Investigate and track system issues and develop workarounds / solutions;
• Work with Leadership Team to define and enhance procedures;
• Work with Leadership Team to update Policies and Procedures
• Work with Assistant Manager to ensure all team members are fully cross-trained;
• Work with team to provide proactive solutions to problems and potential issues;
• Improve service levels by continually reviewing processes / procedures and identifying opportunities for enhancement;
• Participate in special projects / assignments; perform other duties as required.

The Must Haves :

• Good call efficiency while maintaining quality customer service;
• Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
• Minimum 2 to 3 years experience in customer service or backoffice environment;
• Good product knowledge (funds, account characteristics, industry knowledge);
• Strong problem-solving skills;
• Strong attention to detail;
• Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
• Ability to prioritize & organize incoming work;
• Ability to coach and provide feedback to team members on performance
• Able to cross train team members to perform team tasks
• Excellent time management skills;
• Ability to work in a fast-paced, constantly changing environment;
• Ability to multi-task;
• Ability to meet and maintain specified minimum productivity and quality standards.

Location(s) : Canada : Ontario : Toronto

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.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know.

We will work with you to provide as seamless a recruitment experience as possible.