Regional Administrative Specialist, MD Financial Management
3 weeks ago
As a Regional Administrative Specialist at Scotiabank, you will play a key role in providing administrative and operational support to the Financial Consultants and Portfolio Managers.
The successful candidate will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and accuracy of the client contact database.
You will also be accountable for booking and preparing files for client meetings, responding to time-sensitive requests, and ensuring a quick and efficient response to all inquiries from current and prospective clients.
Additionally, you will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
The ideal candidate will have a college diploma in business, commerce, or an equivalent, with 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 and working knowledge of CRM2 are also required.
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.
We are 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.
We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
We offer a competitive salary and incentive programs, a defined contribution pension plan, and an employee share option purchase program.
We also provide a generous paid time off program and access to thousands of discounts with various vendors across Canada.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French.
This role requires working closely with other groups from head office who operate primarily in English, and serving English-speaking clientele.
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