Business Operations Coordinator, Financial Services

2 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

At Scotiabank, we're committed to fostering an inclusive and high-performing culture that enables our employees to achieve their professional and personal goals.

We're seeking a highly skilled Regional Administrative Specialist to join our team. In this role, you'll provide administrative and operational support to assist Financial Consultants and Portfolio Managers.

The Role:

  • You will be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.
  • You will work with Advisors, as well as a larger Regional team of Administrators.
  • You will be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
  • You will 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.
  • You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
  • You'll support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required.
  • You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
  • You will liaise with Accountants and third parties to provide tax documents or statements as requested.
  • You will perform general office duties, including reception coverage, when required.

What We Offer:

  • A competitive salary of $65,000 - $85,000 per annum, commensurate with experience.
  • A comprehensive benefits package, including a defined contribution pension plan and an employee share option purchase program.
  • The opportunity to work in a dynamic and diverse environment with a talented team of professionals.
  • The flexibility to work independently and as part of a broader team.
  • The chance to contribute to the success of a leading financial institution.

Requirements:

  • A 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.
  • Working knowledge of CRM2.

About Us:

Scotiabank is a diversified financial services company serving over 25 million customers across the Americas, Europe and Asia-Pacfic.

We offer a wide range of banking, lending, investment, and wealth management products and services to individuals, businesses, governments and institutional investors.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

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