Administrative Assistant Bilingual

6 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 194347

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Centralized Administrative Assistant to join our team in Ottawa, ON
As a Centralized Administrative Assistant, you will contribute to the overall success of the Centralized Administrative Support Team (CAST), MD Operations in Ottawa, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

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

- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Pre-fill and prepare New Account Application Forms including supporting documentation. (Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc.) in support of MD Private Investment Council line of business.
- Prepare documents for e-signature and distribution to clients.
- Review accuracy of completed and returned documentation.
- Maintain compliance related tasks as required i.e.) follow up on non-complaint paperwork.
- Update client databases, as required, to ensure maintenance of accurate client information.
- Participate in projects and support other operational teams, as required.
- Maintain productivity and accuracy standards.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champion a high performance environment and contributes to an inclusive work environment.
- Occasional overtime (including weekends) may be required during peak business season and as required. Standard business hours are from 8am - 5pm EST.

**The Must Haves**:

- University degree, College diploma, or equivalent relevant experience in a related field;
- 2 years’ experience in office administration; preferably in a related field;
- Experience with.pdf editing software (Adobe, Nitro) is an asset.
- Experience with electronic signature software is an asset.
- Experience with customer relationship management software is an asset.
- Bilingualism (French/English) is required

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

- The ability to work effectively with others to achieve optimal outcomes;
- Demonstrated initiative, resourcefulness and flexibility;
- Sound capacity to assess, develop and monitor complex business processes.

Location(s): Canada : Ontario : Ottawa

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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