Regional Administrative Specialist, Financial Services
3 weeks ago
Requisition ID: 200887
At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in providing administrative and operational support to our Financial Consultants and Portfolio Managers.
Key Responsibilities:
• Prepare and process client documentation and transaction requests as directed by Advisors and Portfolio managers.
• Maintain the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
• Book and prepare files for client meetings, respond to time-sensitive requests from Advisors during client meetings, and prepare correspondence.
• Ensure a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
Requirements:
• College diploma in business, commerce, or equivalent.
• Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues.
• Proficiency with Microsoft Office Suite.
Why Scotiabank?
We offer a dynamic work environment, competitive salaries, and incentive programs, a defined contribution pension plan, and an employee share option purchase program. We prioritize work-life balance, providing flexible work arrangements and a generous paid time off program. Our team environment ensures you can take time off without worrying about your clients.
Location: Canada, Quebec, Trois-Rivières
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.
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.As a key member of our team, you will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities: Provide administrative support to Financial Consultants and Portfolio Managers, including preparation and processing of client documentation and...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Regional Administrative Specialist, you'll play a key role in supporting our Financial Consultants and Portfolio Managers in delivering exceptional client experiences.Key Responsibilities:• Provide administrative and operational support to...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in supporting our Financial Consultants and Portfolio Managers. Your attention to detail and organizational skills will ensure seamless administrative support, enabling our team to focus on...
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