ScotiaMcLeod Transition Specialist

ScotiaMcLeod Transition Specialist - Toronto As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client‑centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. Introduction As a Transition Specialist your primary focus is to provide centralized administrative support for select Advisor teams. The Transition Specialist will act as liaison between head office and Advisor teams. What You’ll Be Doing Provide Effective Administrative Support In a Centralized Environment Gathering client and corporate account information and opening accounts, ability to complete complex account openings Processing new account documentation and monitoring all outstanding documentation Processing incoming client account transfer requests, adhering to regulatory deadlines Scanning/transmitting documentation to Head Office Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation, account transfers, AML and ATF Provide additional administrative support to advisor teams within the region Identifying and escalating incidents of concern Contribute To The Effective Functioning Of The Team Building effective working relationships across teams, operations and head office contacts Maintaining a high level of client service • Facilitating a culture of open and honest communication Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively sharing knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan Do You Have The Skills? Excellent written and verbal communication skills Strong organizational skills Ability to take initiative and work independently Ability to meet deadlines Knowledge of Microsoft systems: Word, Excel and PowerPoint Previous industry experience Secondary education Bilingual in French is an asset Working Conditions Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required. Whats In It For You Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers An organization committed to making a difference in our communities– for you and our clients An inclusive working environment that encourages creativity, curiosity and celebrates success Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device Location: Toronto, Ontario, Canada #J-18808-Ljbffr