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Administrative Support Specialist

2 months ago

Kelowna, British Columbia, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank is a leading financial institution with a reputation for integrity and service excellence. Our ScotiaMcLeod business is a cornerstone of our wealth management division, providing trusted investment advice and innovative approaches to protecting and growing clients' assets.

Our Approach

We take a client-centric approach to wealth management, empowering our advisors and teams to deliver Enriched Thinking. This unique approach incorporates our clients' thinking, as well as our own, to drive results. Our team of specialists works together to provide a comprehensive wealth management experience, considering all aspects of our clients' lives, families, and businesses.

Job Summary

We are seeking an Administrative Support Assistant to provide administrative support to one or more advisors and their teams. As a key member of our team, you will be responsible for onboarding new client relationships, processing client requests, and responding to client inquiries in a timely manner.

Key Responsibilities

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

Requirements

  • Experience in the securities industry
  • Excellent verbal and written communication skills
  • 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

What We Offer

  • A collaborative and inclusive work environment that encourages creativity and innovation
  • Opportunities for learning and development, including access to Scotia Academy
  • A commitment to diversity and inclusion, with a focus on making a positive impact in our communities
  • A performance-oriented culture that includes coaching, learning, and development