**Request ID:** 246518 **Employee Referral Program – Estimated Payment:** $0\.00 We are committed to continuing our investment in our employees and helping you further develop your career path at Scotiabank. ***Purpose*** Contribute to the overall success of the Business Support Management for Wealth Management (WM) within the WM Business Service Center Directorate in Mexico, ensuring that individual objectives, plans, and initiatives are implemented or achieved in support of the team’s business strategies and goals. Ensure all activities are conducted in accordance with applicable internal standards, policies, and procedures. #### ***Responsibilities*** * Promote a customer-centric culture to deepen client relationships and leverage the Bank’s extensive relationships, systems, and expertise. * Daily file, integrate, and safeguard documentation related to the brokerage house’s WM business files in the designated archives under the WM Business Support Management. * Conduct quarterly extraction of canceled contracts from the brokerage house for transfer to the general archive, and request (canceled) contracts from the same archive for consultation as required by the Treasury Operations Analyst, Promoter, Legal, Audit, Compliance, etc. * Digitize contract openings and contract maintenance activities, including: Account Openings, Removal of Account Holders, Joint Holders, Beneficiaries, Authorized Persons, Representatives, and Changes to Legal Entity Name. Integrate digitized contracts into the Maximage system, verifying their correctness. Index digitized contracts and modifications in the Maximage system during morning or afternoon hours, classifying them by territory and contract number. * Update maintenance records in the Maximage system by removing obsolete and/or canceled signature records, based on updates requested by promoters. * Conduct searches for contracts and additional forms upon request from Compliance, Legal, Audit, or any of the Management teams under the WM Operations and Support Sub-Directorate. * Participate in special projects assigned by the Manager to improve and implement operational processes, as well as update internal procedures. * Understand the Bank’s risk culture and how risk appetite must be considered in daily activities and decisions. Actively perform effective and efficient operations within respective areas while ensuring the suitability, compliance, and effectiveness of daily business controls to fulfill obligations aimed at mitigating operational risk, regulatory compliance risk, money laundering and terrorist financing risk, and conduct risk—including responsibilities established under the Operational Risk Management Framework, the Regulatory Compliance Risk Management Framework, the International Anti-Money Laundering and Counter-Terrorist Financing Manual, and the Business Conduct Guidelines. At Scotiabank, we value the unique skills and experiences each person brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. All employees must comply with the Bank’s policies, standards, codes, and guidelines related to non-discrimination and workplace accommodations. If you require any accessibility-related accommodation during the process, please inform our Talent Attraction team. \*\*Scotiabank is an inclusive employer that respects diversity and does not engage in any form of discrimination\*\* \*\*Scotiabank never requests pregnancy tests or HIV tests under any circumstances\*\* Thank you for your interest. However, only candidates selected for interviews will be contacted. Location(s): Mexico : Mexico City : Benito Juárez Scotiabank is a leading bank in the Americas. Inspired by our corporate purpose—"For Our Future"—we help our clients, their families, and their communities succeed through a full range of advice, products, and services across personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each person brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require any accommodation (e.g., an accessible interview location, documents in alternative formats, sign language interpretation, or assistive technology, among others) during the recruitment and selection process, please inform our Recruitment team. If you need technical support, click here. Candidates must apply directly online if they wish to be considered for this position. We thank all candidates for their interest in this professional opportunity at Scotiabank; however, we will only contact those selected for an interview.
Juan García
Indeed · HR
Juan García
Indeed · HR
