Scotiamcleod Administrative Support Assistant
2 weeks ago
Requisition ID: 180608
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.
As the Administrative Support Assistant role you will provide administrative support to one or more Advisors and their teams within ScotiaMcLeod.
**Is this role for you? In this role you will**:
- Arrange client meetings including preparing materials and scheduling
- Respond to client inquiries & requests
- Process client account documentation
- Maintain client files and assist in writing letters and proposals
- Build effective working relationship across the team and with various business contacts
**Do you have the required skills to excel in this 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 considered an asset
Location(s): Canada : Ontario : Vaughan
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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