Scotiamcleod Administrative Support Assistant

3 weeks ago

Oakville, Canada Scotiabank Full time

Requisition ID: 170889

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.

**Job Profile**:
As the Administrative Support Assistant role you will provide administrative support to one or more Advisors and their teams.

**Is this role for you? In this role you will**:
1. Ensure a high level of non-trade client service by:

- Arranging client meetings including venues, preparing printed materials and handling schedule changes
- Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
- Following up on client meetings and entering notes in contact management system
- Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
- Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

**2. Provide administrative support by**:

- Processing client account documentation
- Assisting in writing and processing clients’/prospects letters and proposals
- Ordering marketing materials
- Maintaining client files and information on the appropriate systems
- Opening new accounts and processing new account documentation
- Processing account transfer documentation and follow up to ensure receipt
- Following up on outstanding documentation for restricted accounts
- Ensuring all client interaction is accurately documented
- Gathering deferred sales charge (DSC) information
- Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
- Following up with clients on missing documentation required as per the industry regulatory requirements

**3. Contribute to the effective functioning of the branch team by**:

- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer 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 required skills to excel in the role? We'd love to work with you, if you have**:

- 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
- Secondary education

Location(s): Canada : Ontario : Oakville

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Scotiamcleod Branch Administrator

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179367 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...

  • Scotiamcleod Branch Operations Assistant

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 211371 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...

  • Scotiamcleod Administrative Associate

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179422 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...

  • Scotiamcleod Investment Associate

    3 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 153311 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...

  • Scotiamcleod Investment Associate

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 153311 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...

  • Scotiamcleod Investment Associate

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 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...

  • ScotiaMcLeod Senior Financial Planning Associate

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    Requisition ID: 208870As 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...

  • ScotiaMcLeod Senior Financial Planning Associate

    3 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 208870As 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...

  • Housing Support Coordinator

    1 week ago

    Oakville, Canada Support House Full time

    At Support House, we open doors, minds, and possibilities. We build opportunities, we inspire change, and we transform health care. We believe everyone deserves support. Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We connect by building meaningful...

  • House Support Coordinator

    2 weeks ago

    Oakville, Canada Support House Full time

    At Support House, we open doors, minds, and possibilities. We build opportunities, we inspire change, and we transform health care. We believe everyone deserves support. Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We connect by building meaningful...

  • House Support Coordinator

    4 weeks ago

    Oakville, Canada Support House Full time

    **House Support Coordinator** Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We put people first - our supports are person directed. We connect, engage and start conversations to build and maintain relationships. We focus on health and wellness...

  • Administrative Assistant

    1 week ago

    Oakville, Canada ROYAL LEPAGE REAL ESTATE SERVICES LTD Full time

    **About Us**: We are a dynamic real estate team committed to providing exceptional service to our clients and community. Our team is growing, and we’re seeking a dedicated and detail-oriented Real Estate Administrative Assistant to support our team lead and members in their daily activities. If you have a passion for real estate, excellent organizational...

  • Administrative Support Specialist

    7 days ago

    Oakville, Ontario, Canada Appleby College Full time

    At Appleby College, we are seeking an experienced Administrative Support Specialist to join our team. As a key member of our academic leadership team, you will play a vital role in supporting the day-to-day operations of our school.Job Description:The Administrative Support Specialist will be responsible for providing administrative support to the Head of...

  • Administrative Assistant

    3 weeks ago

    Oakville, Canada Euna Solutions Full time

    Salary: **The Opportunity**: *** Key Responsibilities**:Administration** - Supporting onboarding and offboarding processes. - Support HR team with administration needs. - Contribute to the preparation and distribution of reports, presentations, and other documents. - Collaborate closely with internal stakeholders to facilitate effective internal...

  • Administrative Assistant

    2 weeks ago

    Oakville, Canada PCL Construction Full time

    **The future you want is within reach.** At PCL, we build the places where life happens and find camaraderie in the process. We're a community of builders committed to building better communities. That's why we're always looking ahead, and not just to the next project or what's next in our industry. We're also looking at what's next for you and how we can...

  • Administrative Assistant

    4 weeks ago

    Oakville, Canada The State Group Full time

    **CONSTRUCTION IS LEADING THE WORLD IN CAREER OPPORTUNITIES AND THOSE OPPORTUNITIES CAN BE FOUND AT THE STATE GROUP.** The State Group’s family of companies is experiencing exponential growth through investing in our people, innovation, and technology. Since 1961, our 5,000+ professionals in North America have provided comprehensive multi-trade industrial...

  • Administrative Assistant

    2 weeks ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    2 weeks ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    1 week ago

    Oakville, Canada Nexus Pass Online Inc. - Canada Full time

    **Key Responsibilities**: - Perform a variety of administrative and clerical activities to support the team - Monitor the flow of information coming into the office and assist with maintaining smooth operations - Update workflows and database reports regularly - Maintain both electronic and paper filing systems - Create, update and maintain Google Sheets...

  • Administrative Assistant

    2 weeks ago

    Oakville, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...