About this role
Investment Support Officer
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Title: Investment Support Officer Requisition ID: 258549
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 knowledge of all RESP / RDSP products, processes and policies; along with government regulations, and service systems (i.e. RPM, IPUI, PEGA GOFS). -Consistently follow the Proactive reach out approach a