Regional Administrative Specialist, MD Financial Management
3 weeks ago
Requisition ID: 200887
At 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 Financial Consultants and Portfolio Managers, ensuring timely and accurate preparation and processing of client documentation and transaction requests.
• 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, and prepare correspondence to ensure a quick and efficient response to all inquiries from current and prospective clients.
• Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
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're committed to creating a diverse and inclusive work environment that supports the well-being of our employees and their families. We offer competitive salaries, 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 preferred banking, credit card, mortgage, and home/auto insurance options and discounts through our partnership with Scotia.
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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: 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: 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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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 providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:• Prepare and process client documentation and transaction requests...
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