Scotiamcleod Administrative Support Assistant

2 weeks ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 159270

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.

**Is this role for you? In this role you will**:
**1. Ensure a high level of non-trade client service by**:

- Arranging client meetings including venues, preparing printed materials and handling schedule changes
- Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
- Following up on client meetings and entering notes in contact management system
- 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

**2. Provide administrative support by**:

- Processing client account documentation
- Assisting in writing and processing clients’/prospects letters and proposals
- Ordering marketing materials
- Maintaining client files and information on the appropriate systems
- Opening new accounts and processing new account documentation
- Processing account transfer documentation and follow up to ensure receipt
- Following up on outstanding documentation for restricted accounts
- 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

**3. Contribute to the effective functioning of the branch team by**:

- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team meetings
- Encouraging the generation of new ideas and approaches
- Actively sharing knowledge and experience to enhance the development of all team members
- Developing and executing a meaningful employee development plan

**Do you have the required skills to excel in the 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

Location(s): Canada : Alberta : Edmonton

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 Assistant Branch Administrator

    3 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 168548 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 Administrative Associate

    3 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 168269 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 Branch Systems Administrator

    5 days ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 182846 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 Investment Associate

    7 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 216670 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 Investment Associate

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Title: ScotiaMcLeod Investment Associate - EdmontonRequisition ID: 216670As 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'...

  • Scotiamcleod Investment Associate

    2 days ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 202979 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 Investment Associate

    7 days ago

    Edmonton,Alberta, Canada Scotiabank Full time

    Requisition ID: 216670 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...

  • Scotiamcleod Investment Associate- Edmonton, Ab

    3 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 153102 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...

  • Program Support Administrator

    6 days ago

    Edmonton, Canada Youth Empowerment & Support Services Full time

    **Program Support Administrator** **Full-time** Youth Empowerment and Support Services (YESS) is currently seeking a qualified Full-Time Program Support Administrator, to provide support at the Youth Support Centre(YSC). What We Do YESS is a not-for-profit agency working with youth facing difficult realities. Based in Edmonton, our Youth Support Centre...

  • Administrative Support Assistant

    7 days ago

    Edmonton, Alberta, Canada Oldcastle APG Full time

    We are seeking an experienced administrative support assistant to join our team in the FOIP Unit.As an administrative support assistant, you will be responsible for providing administrative support to the FOIP team, including:Responding to general FOIP inquiries, including legislative timelines, and forwarding specific inquiries to the appropriate...

  • Casual/part-time Receptionist

    6 days ago

    Edmonton, Canada Administrative Full time

    The main responsibilities of this role are: - Greet and account for residents - Able to provide assistance where possible to residents in carrying out day-to-day activities - Answer all in-coming calls, able to respond to general questions and call taxis - Assist with visitor health screenings at the door and taking temperatures prior to allowing visitors...

  • Administrative Assistant

    6 days ago

    Edmonton, Canada Workers' Compensation Board- Alberta Full time

    As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at Careers - WCB Alberta **Job Title**: Administrative Assistant (Team Support) **Job Type**: Temporary Long Term (Fixed Term) / Full time **Job Location**: Edmonton,...

  • Bookkeeper and Administrative Support Assistant

    5 days ago

    Edmonton, Canada Ventura Interests Full time

    **Company Overview**: We are a private firm specializing in real estate investment and development. With a small, dedicated team managing material assets, we value discretion, professionalism, and attention to detail. As our company grows, we are seeking a motivated and organized individual to provide important bookkeeping and administrative support to our...

  • Administrative Support Assistant, Disability

    6 days ago

    Edmonton, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an **Administrative Support Assistant in Edmonton, AB - 12 month term.** The Administrative Support Assistant is responsible for telephone reception and administrative duties for the Disability Management Services Office (DMSO). **What you will do** - Manage incoming phone call inquiries received on the department...

  • Administrative Support

    1 week ago

    Edmonton, Canada Alberta Health Services Full time

    Your Opportunity: The Executive Administrative Coordinator for Provincial Systems Programs & Performance (PSPP) provides comprehensive administrative support to the Cancer PIN, including the Medical and Program Leads as well as to the Cancer System Innovation & Integration team (CSII), including the Manager, Senior Project Manager, and project team members....

  • Portfolio Administrator

    2 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 153428 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: To work closely with the Relationship Managers, in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related...

  • Administrative Assistant

    6 days ago

    Edmonton, Canada WCB Alberta Full time

    As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at Careers - WCB Alberta Job Title: Administrative Assistant (Team Support) Job Type: Temporary Long Term (Fixed Term) / Full time Job Location: Edmonton, Alberta At...

  • Administrative Assistant

    2 weeks ago

    Edmonton, Canada CO2 Blast Ltd. Full time

    **Overview** **Duties** - Provide administrative support to ensure efficient operation of the office - Answer and direct phone calls, taking messages as necessary - Assist with scheduling appointments and managing calendars - Maintain filing systems and ensure documents are organized and accessible - Handle customer inquiries with professionalism and...

  • Purchasing Assistant

    4 weeks ago

    Edmonton, Canada West Coast Kids Full time

    **Position Summary**: **Responsibilities**: - Manage store ordering requests and maintain an organized record of all orders. - Review daily sales reports and assist in the planning process for orders - Perform data entry tasks accurately and efficiently. - Reconcile order confirmations and follow up with suppliers for any unconfirmed orders. - Update...

  • Purchasing Assistant

    1 week ago

    Edmonton, Canada West Coast Kids Full time

    **Position Summary**: **Responsibilities**: - Manage store ordering requests and maintain an organized record of all orders. - Review daily sales reports and assist in the planning process for orders - Perform data entry tasks accurately and efficiently. - Reconcile order confirmations and follow up with suppliers for any unconfirmed orders. - Update...