Wealth Advisory Operations Specialist
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Scotiabank is seeking a Regional Administrative Specialist to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high service standards for MD clients.
The successful candidate will maintain client records, prepare meeting materials, handle time-sensitive requests, and assist with tax documents, compliance tasks, and special projects. A college diploma in business and proficiency with MS Office are required, with CRM2 knowledge a strong asset.