Administrative Support Professional

3 weeks ago


Kelowna, British Columbia, Canada Scotiabank Full time

At ScotiaMcLeod, we're committed to delivering exceptional service to our clients. As an Administrative Support Assistant, you'll play a vital role in helping our advisors and teams achieve this goal.

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

About ScotiaMcLeod:

  • We're a cornerstone business within Scotia Wealth Management, known for our integrity, service excellence, and trusted investment advice
  • We empower our advisors and teams to deliver Enriched Thinking, a unique approach that incorporates our clients' thinking and our own to drive results
  • We're committed to making a difference in our communities, for our clients and our employees

What We Offer:

  • A collaborative team environment that encourages creativity, curiosity, and celebrates success
  • Learning and development opportunities, including free access to Scotia Academy
  • A performance-oriented culture that includes coaching, learning, and development

Join our team and be part of a forward-thinking organization that's making a difference in the lives of our clients and our communities.



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