Investment Support Officer

The Bank of Nova Scotia

Bogota, Colombia
On-site
Processing transfer forms
Processing adjustment forms
Processing resp & rdsp requests
Provides administrative and processing support by completing, verifying, and processing various forms for account transfers and RESP/RDSP requests

Job Summary

  • Provides administrative and processing support by completing, verifying, and processing various forms for account transfers and RESP/RDSP requests.
  • Manages incoming cases through MS Power and PEGA platforms, indexing and assigning them to the appropriate team for efficient workflow.
  • Champions a customer-focused culture, engaging with partners and customers to ensure timely and accurate processing of requests and inquiries.

Matching Summary

Provides administrative and processing support by completing, verifying, and processing various forms for account transfers and RESP/RDSP requests.

Skills & Requirements

Must-have

  • Processing Transfer Forms
  • Processing Adjustment Forms
  • Processing RESP & RDSP requests
  • Reviewing and verifying transactions
  • Managing incoming cases
  • Responding to inquiries

Nice-to-have

  • Customer-focused culture
  • Proactive reach out approach
  • Inclusive and high-performing environment
  • Purpose driven winning team

Key Requirements

  • Minimum 1 year relevant working experience
  • University degree or student in related field
  • Good knowledge of Microsoft Office
  • Advanced English Skills

Work Rights

Not specified

Tailored Resume

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