Scotiamcleod Branch Operations Assistant

5 months ago

Kingston, Canada Scotiabank Full time

Requisition ID: 200490

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.

**WHO WE ARE**

For more than 100 years, we’ve built a reputation for outstanding service and trusted investment management advice, one client at a time. From our roots in 1921 as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service wealth management firm with a team of experienced investment management professionals and a bold, distinctive culture of professionalism and integrity.

While remaining true to our century-old guiding principles, we bring Canadian investors the future of wealth management by offering proactive, informed investment advice, creative financial solutions and innovative approaches to protecting and growing their assets.

As a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams.

**IS THIS ROLE RIGHT FOR YOU**

In the role you will:

- Be instrumental in management of the daily administrative operations of the branch
- Manage client account activities and ensuring compliance standards are met
- Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations
- Act as first point of contact for clients arriving at the branch
- Process cheques and documentation received by clients
- Complete all non online account management and shareholder communication
- Maintain branch efficiency

**DO YOU HAVE THE SKILLS**
**We would love to work with you if you have**:

- Superior customer service skills
- Financial Industry experience preferred
- Strong organization with the ability to manage multiple priorities
- Strong written and oral communication skills
- Knowledge of Microsoft Systems

**WHAT'S IN IT FOR YOU**
- At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
- 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 - free access to Scotia Academy to upskill and develop your skills

Location(s): Canada : Ontario : Kingston

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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