Scotiamcleod Administrative Support Assistant

3 weeks ago

Oakville, Canada Scotiabank Full time

Requisition ID: 192643

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.

**BRIEF INTRODUCTION**

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.

**IS THIS ROLE RIGHT FOR YOU**
In the role you will:

- Be responsible for onboarding new client relationships through digital account opening and documentation administration
- Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
- Respond to client inquiries and issues in a timely manner and escalating, as required

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

- Experience in the securities industry
- Excellent verbal and written communication
- Strong organizational skills
- Ability to take initiative, work independently and meet deadlines
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills

**WHATS 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.
- 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 : Oakville

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 Administrative Support Assistant

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 170889 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 Support Assistant

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 170889 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 Support Assistant

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 200843 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an **Administrative Support Assistant**, your role is to provide administrative support to one or more Advisors and their teams **Is this role right for you? In this role you will**: 1. Ensure a high level of non-trade client...

  • Scotiamcleod Branch Administrator

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179367 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

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 175656 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

    1 month ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 175656 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

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179422 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 Support Assistant

    1 week ago

    Oakville, Canada Scotiabank Full time

       Requisition ID: 200843Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams Is this role right for you? In this role you will: 1. Ensure a high level of non-trade client...

  • ScotiaMcLeod Administrative Support Assistant

    6 days ago

    Oakville, Canada Scotiabank Full time

    Is this role right for you? In this role you will: 1. Ensure a high level of non-trade client service by: Acting as receptionist by answering phones and greeting clients Arranging client meetings including venues, preparing printed materials and handling schedule changes Assisting with Advisor seminars by booking venues, scheduling guests, greeting...

  • ScotiaMcLeod Administrative Associate

    6 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 200843 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration...

  • ScotiaMcLeod Administrative Associate

    3 days ago

    Oakville, Canada Scotiabank Full time

       Requisition ID: 200843Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration...

  • Scotiamcleod Investment Associate

    2 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 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

    1 month ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 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 Operations Assistant/branch

    2 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 168334 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 months ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 153311 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

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 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...

  • House Support Coordinator

    2 weeks ago

    Oakville, Canada Support House Full time

    At Support House, we open doors, minds, and possibilities. We build opportunities, we inspire change, and we transform health care. We believe everyone deserves support. Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We connect by building meaningful...

  • House Support Coordinator

    3 weeks ago

    Oakville, Canada Support House Full time

    **House Support Coordinator** Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We put people first - our supports are person directed. We connect, engage and start conversations to build and maintain relationships. We focus on health and wellness...

  • House Support Coordinator

    3 days ago

    Oakville, Canada Support House Full time

    **House Support Coordinator** Support House is directed by our core values. They guide our agency’s decisions and actions, unite our staff, define our brand, and inspire our culture. We put people first - our supports are person directed. We connect, engage and start conversations to build and maintain relationships. We focus on health and wellness...

  • Pic Portfolio Administrator

    5 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 168374 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...