Investment Support Officer **_Investment Support Officer-4.1_** Schedule: Monday to Friday 8:30AM-5:30PM/ Saturdays 4 Hours Upon Request **Purpose** Contributes to the overall success of the Investment Support, Transfers POD in the GBS-DR ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. **Accountabilities** 1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. 2. Retrieves and processes all the transactions received and maintains the Bank’s systems up-to-date following Scotia Service Standards and agreements as per Service Level Agreement terms 3. Ensures all SSI and BNS dealer account transfers received on a daily basis are processed in an accurate, timely and high-quality by: 4. Completing, verifying and processing Transfer Forms; 5. Maintaining accurate records of account transfer bookkeeping entries; 6. Providing prompt and accurate follow-up on outstanding transfer items; 7. Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect and confidence. 8. Supports colleagues with their training or cross-training initiatives within the department. 9. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. 10. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 11. Champions a high performance environment and contributes to an inclusive work environment. **Education/Experience** Post-Secondary Education + Advanced English language skills + Ability to deal effectively with customer inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department. + Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently. + Good organizational skills to manage workload and effectively assist/train employees. + Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners, an asset. + Good knowledge of Microsoft Office applications (Excel, Word, Outlook)