Support mutual fund operations in Mississauga through accurate Fundserv processing and detailed transaction investigation. Work in Scotiabank's office-based or hybrid environment.
As an Investment Support Officer, you will process adjustments, transfers, exceptions, and operational inquiries for BNS Mutual Funds. The work covers registered and non-registered accounts, service-level agreements, and dealer communication. You will maintain operational knowledge while supporting accurate, timely service.
Key Responsibilities:
- Complete Fundserv activities within established service-level agreements
- Process and verify adjustments and transfer requests
- Investigate exceptions, outstanding items, and operational inquiries
- Follow up on requests through resolution
- Escalate complex matters and dealer concerns appropriately
Requirements:
- Post-secondary education in Business, Finance, or Commerce
- Financial services or mutual fund experience is an asset
- Strong attention to detail and commitment to accuracy
- Analytical, problem-solving, and organizational skills
- Effective written and verbal communication skills
Bring transaction accuracy, operational investigation, and dealer service skills to Scotiabank's mutual fund operations team in Mississauga.
Mutual Fund Operations Support Officer in Mississauga employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
