Scotiamcleod Administrative Support Assistant

7 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.

  • Scotiamcleod Branch Administrator/assistant Branch

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 195293 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...

  • Assistant Branch Manager, Scotiamcleod, Montreal

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 182941 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...

  • Assistant Branch Manager, Scotiamcleod, Montreal

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 182941 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 - Wealth Management Intern/co-op

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...

  • Scotiamcleod - Wealth Management Intern/co-op

    2 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...

  • Scotiamcleod, Coordonnateur(Trice) de Succursale Adjoint(E)

    2 weeks ago

    Montréal, Canada Banque Scotia Full time

    Numéro de la demande: 210184 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Scotiamcleod, Coordonnateur(Trice) de Succursale

    2 months ago

    Montréal, QC, Canada Banque Scotia Full time

    Numéro de la demande: 210184 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Administrateur de Succursales Scotiamcleod, Tour

    3 months ago

    Montréal, QC, Canada Banque Scotia Full time

    Numéro de la demande: 208278 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Scotiamcleod Associé Administratif(Ve)

    2 weeks ago

    Montréal, Canada Banque Scotia Full time

    Numéro de la demande: 212379 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Administrative Assistant

    6 months ago

    Montréal, Canada Intertek Full time

    **Administrative Assistant - Operation Support, Part-Time, Bilingual** Intertek is searching for an **Administrative Assistant - Operation Support **to join our Electrical team in our **Montreal, QC **office. **We’re looking for somebody with prior experience in an administrative position who speaks French and English and is willing to work...

  • Administrative Assistant

    7 months ago

    Montréal, Canada Kruger Inc. Full time

    OVERVIEW_ Responsible for administrative support and assistance to the Vice President of Operations & Asset Management as well as the Vice President of Marketing & Business Development. Close collaboration with the Executive Assistant to ensure smooth task execution, communication and planning. - RESPONSIBILITIES_ - Communication and Coordination: -...

  • Scotiamcleod Branch Systems Administrator

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175414 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Branch Systems Administrator’s primary focus is to ensure that all workstations, voice communications and multi functioning devices are running effectively. **Major Accountabilities**: **1. Manage the...

  • Administrative Assistant

    6 months ago

    Montréal, Canada Fondation Brain Canada Foundation Full time

    _**About Brain Canada**_ - Brain Canada Foundation (Brain Canada) is a national registered charity headquartered in Montréal, Quebec. We play a unique and invaluable role as a national convenor of those who support and advance brain research. A greater understanding of how the brain works contributes to the prevention, diagnosis, treatment, and cure of...

  • Administration Assistant/hr Assistant

    6 months ago

    Montréal, Canada New Miles Immigration, Recruitment & Consulting Services Full time

    **Company Overview**: Join a leading company in the food supply chain industry dedicated to excellence and innovation. We are seeking a talented Administration Assistant to join our team. The role primarily involves providing crucial support to the Administration team and assisting with daily HR operations. **Key Responsibilities**: - Support daily...

  • Bilingual Administrative Support Assistant

    6 months ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: The Administrative Support Assistant in our Disability Management Services Office (DMSO) in Montreal will be responsible for supporting the team with the day to day administrative functions for disability claimants. **What you will do** - Identify documents related to claims - Index documents to claims - Update databases of claimants,...

  • Administrative Assistant

    6 months ago

    Montréal, Canada Tidan Inc. (Tidan Hospitality & Real Estate Group) Full time

    **Workplace**:111 Chabanel Street West, Montréal, QC H2N 1C8 **Status**:Full-time **Remote work**: No **Salary**:Starting at 50 000$ per year Reporting to the property manager, the administrative assistant is responsible for providing efficient and accurate administrative support in the building's administrative operations. You will work closely with...

  • Administrative Assistant

    7 months ago

    Montréal, Canada Cogir Full time

    Founded in 1995, Cogir Immobilier has more than 8,500 employees who are passionate about real estate. Motivated by our constant desire to give meaning to real estate, we seek to humanize, create and surpass ourselves in order to design pleasant, functional living environments that reflect the people who occupy them. Our team manages more than 365 properties...

  • Administrative Assistant

    7 months ago

    Montréal, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The opportunity The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence...

  • Administrative Assistant

    6 months ago

    Montréal, Canada Cogir Full time

    Founded in 1995, Cogir Immobilier has more than 16,000 employees who are passionate about real estate. Motivated by our constant desire to give meaning to real estate, we seek to humanize, create and surpass ourselves in order to design pleasant, functional living environments that reflect the people who occupy them. Our team manages more than 365 properties...

  • Administrative Assistant

    7 months ago

    Montréal, Canada MPH Solutions Full time

    We are seeking a highly organized and detail-oriented Administrative Assistant to join our accounting firm. In this role, you will be responsible for providing comprehensive administrative support to the Founding Partner, as well as managing accounts receivables. **Responsibilities**: - Assist the Founder with various administrative tasks, including...