Administrative Support Specialist

4 days ago

Sudbury, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly organized and detail-oriented Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers in Sudbury.

Key Responsibilities
  • Process documentation requests and input transaction requests as directed by Financial Consultants
  • Partner with Financial Consultants and Portfolio Managers in booking client meetings
  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services
  • Respond to last-minute requests from Financial Consultants during client meetings
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
  • Provide support and participate in the research and resolution of client issues
  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
  • Prepare and process new account documentation as required
  • Update the database for all client contact, ensuring that all client information & notes are recorded correctly
  • Maintain monthly compliance-related tasks as required
  • Liaise with accountants and third parties as required
  • Prepare business correspondence to clients and third parties
  • Participate in projects as required
  • Provide reception coverage and general office duties
Requirements
  • Community college diploma in Business Administration or equivalent
  • 2 years' experience in an administrative or clerical position, preferably within the financial services industry
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Working knowledge of CRM2
  • Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
What We Offer

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

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