Regional Administrative Specialist

8 months ago

Laval, Canada MD Financial Management Full time

Requisition ID: 200887

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

**_
Purpose_**

Contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures.

**_
Accountabilities _**:

- Reporting to the Manager, Regional Administration, as a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.
- Work with Advisors, as well as a larger regional team of Administrators.
- Responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
- Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
- Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
- Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required.
- Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
- Liaise with Accountants and third parties to provide tax documents or statements as requested.
- Perform general office duties, including reception coverage, when required.
- 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 their 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.

**Position**:_ _**Regional Administrative Specialist, Client Administrative Services / MD Financial Management / Canadian Wealth Management**:
**_ _**:
**_ Reporting Relationships (Job Titles only)_**:
**Primary Manager**:
**_ (Include secondary Manager if applicable)_**
- Manager, Regional Administration

**Direct Reports**:

- N/A

**Shared Reports (solid/dotted if applicable)**:

- N/A

**_ _**:
**_Dimensions_**:
**Competency Requirements: (What you bring)**
- A commitment to an exceptional client experience - using your ability to understand the client’s perspective quickly and clearly, you will provide timely and accurate responses to a myriad of queries.
- A sense of urgency - what’s important to the client is equally important to you. You thrive on getting things done and done well.
- The flexibility to work independently and as part of a broader team.
- You embrace change - thriving in a diverse environment of ever-changing and competing priorities.
- A dedication to organizational efficiency - maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion

**_Education / Experience / Other Information (include only those that are specific to the role)_**:

- College diploma in business, commerce or equivalent
- Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2

**_
- **

**_Working Conditions_**:

- Work in a standard office-based environment.

***:
Location(s): Canada : Quebec : Laval

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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