Assistant Manager, Client Administration (Dynamic Funds)

Requisition ID: 274992

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 Canadas 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

Purpose:

The Assistant Manager Client Administration is responsible for leading a team of professionals and addressing escalated client issues quality control while supporting and motivating the team.

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

Develop and evaluate policies & procedures
Conduct/attend monthly team meetings
Plan & implement team cross-training schedule
Develop create & execute job performance evaluations
Develop new procedures to improve the accuracy and efficiency of the department
Assist team members in managing problem resolutions
Work closely with other leaders to meet or exceed service levels
Consult with other leaders to establish workflow changes to meet department needs
Resolve issues with Trust Accounting on reconciliation of client accounts
Respond to escalated service issues and serve as a key contact person for business partners
Manage high volumes of work and escalate issues regarding service levels
Report regularly on the status of productivity volume and accuracy
Actively champion department and corporate goals
Perform other duties and special projects as assigned

Do you have the skills that will enable you to succeed in this role - Wed love to work with you if you have:

Experience in the mutual funds industry
Knowledge of MS Office (i.e. Excel Access & Word)
Experience in a leadership role
Excellent organization and planning skills
Proven ability to lead and motivate a team
The ability to accept challenges and adapt to change
The ability to perform duties with minimal direction
Strong interpersonal skills
Experience working within a team environment
Excellent problem-solving and decision-making skills
Effective verbal & written communication skills
Detail oriented with the ability to delegate and meet strict deadlines

Interested

At Scotiabank every employee is empowered to reach their fullest potential respected for who they are and embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

Whats in it for you

Scotiabank wants you to be able to bring your best self to work and life every day. With a focus on holistic well-being our many flexible benefit programs are designed to help support your unique family financial physical mental and social health needs.

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.