ScotiaMcLeod Branch Operations Assistant

2 weeks ago


Kingston, Ontario, Canada Scotiabank Full time

Branch Operations Assistant at ScotiaMcLeod

ScotiaMcLeod, a cornerstone business within Scotia Wealth Management, has a reputation for integrity, service excellence, and trusted investment advice. Our advisors prioritize innovative approaches to safeguarding and increasing clients' assets. When you join ScotiaMcLeod, you'll embrace Enriched Thinking, a unique method that blends your client's perspective with ours to achieve optimal results. Working alongside specialists, you'll offer a client-centered approach to wealth management, addressing all aspects of your client's life, family, and business. With a focus on total wealth planning and support from wealth specialists, you'll help clients see both the big picture and the finer details.

WHO WE ARE

For over a century, we've built a reputation for exceptional service and reliable investment management advice, client by client. Founded in 1921, ScotiaMcLeod has evolved into a full-service wealth management firm with a team of seasoned investment professionals and a culture defined by professionalism and integrity.

As a Branch Operations Assistant, you will provide operational and administrative support to the Branch Management Team and Advisor teams.

IS THIS ROLE RIGHT FOR YOU

In this role, you will:

  • Contribute to daily administrative branch operations
  • Manage client account activities and ensure compliance standards
  • Assist in implementing procedures to comply with policies and regulations
  • Serve as the initial point of contact for arriving clients
  • Handle client cheques and documentation
  • Manage non-online account activities and shareholder communications
  • Maintain branch efficiency

DO YOU HAVE THE SKILLS

If you have:

  • Outstanding customer service
  • Finance industry experience
  • Strong organizational and multitasking abilities
  • Effective written and verbal communication
  • Proficiency in Microsoft Systems

WHAT'S IN IT FOR YOU

  • A commitment to diversity and inclusion
  • Performance-oriented culture with coaching and development opportunities
  • Joining a purpose-driven, high-performing team
  • Opportunity to work in a forward-thinking organization with an innovative team
  • Contributing to making a difference in communities
  • Inclusive environment fostering creativity and celebrating success
  • Access to Scotia Academy for learning and skill development


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