Scotiamcleod Administrative Support Assistant

5 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 191589

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.

The Administrative Assistant role is to provide administrative support to one or more Advisors, and their teams.

**Is this role right for you? In this role, you will**:

- Ensure a high level of non-trade client service by arranging client meetings including venues, preparing printed materials and handling schedule changes, following up on client meetings, 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
- Maintaining client files and information on the appropriate systems
- Processing account transfer documentation and follow up to ensure receipt
- 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
- Provide administrative support by processing client account documentation, assisting in writing and processing clients’/prospects letters and proposals, opening new accounts and processing new account documentation

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Strong organizational skills
- Ability to take initiative and work independently
- Ability to meet deadlines
- Knowledge of Microsoft systems; Word, Excel, Powerpoint

**What's in it for you?**
- 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(s): Canada : Quebec : Montreal || Canada : Quebec : Laval || Canada : Quebec : Montreal-est || Canada : Quebec : Montreal-nord || Canada : Quebec : Montreal-ouest

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.

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