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Digital Wealth Administrator
2 weeks ago
**Requisition ID**: 153015 We are committed to investing in our employees and helping you continue your career at Scotiabank. The Digital Wealth Administrator is responsible for providing administrative and operational support to the Digital Channels to achieve superior quality standards for our advisors and clients. **What You Will Do**: - Provide both project management and research services support - Prepare business correspondence to clients and third parties - Maintain a follow-up system for initiated inquiries - Update client databases, as required, to ensure maintenance of accurate client information - Perform data management and data manipulation for various initiatives - Support the development and implementation of standard business processes - Participate in projects and workgroups as required - Support in the assessment and identification of gaps in processes - Manage overall project timelines, ensuring that milestones are met and signed off at the various stages of the project execution - Assess and refine core process documentation **What You Need**: - A university degree underway, or equivalent educational or professional experience and/or qualifications - Intermediate-level computer skills, particularly with Microsoft Outlook, Office, and Excel - Strong interpersonal, self-motivation, presentation, communication and written skills - Financial industry knowledge is an asset - Bilingualism preferred (French and English) **What You Bring**: - Solid analytical and organization skills - Proven organization, planning, prioritization, and time-management skills with a developed sense of urgency and strong results orientation - Excellent verbal and written communication skills - Strong attention to detail - Ability to learn quickly (technologies in particular) - Flexible and works well independently **What Success Looks Like**: You are constantly learning and honing your skills. You feel rewarded and recognized in a way that inspires you to do your best work. You are passionate about the MD value proposition. The Digital Wealth Administrator is responsible for providing administrative and operational support to the Digital Channels to achieve superior quality standards for our advisors and clients. **What You Will Do**: - Provide both project management and research services support - Prepare business correspondence to clients and third parties - Maintain a follow-up system for initiated inquiries - Update client databases, as required, to ensure maintenance of accurate client information - Perform data management and data manipulation for various initiatives - Support the development and implementation of standard business processes - Participate in projects and workgroups as required - Support in the assessment and identification of gaps in processes - Manage overall project timelines, ensuring that milestones are met and signed off at the various stages of the project execution - Assess and refine core process documentation **What You Need**: - A university degree underway, or equivalent educational or professional experience and/or qualifications - Intermediate-level computer skills, particularly with Microsoft Outlook, Office, and Excel - Strong interpersonal, self-motivation, presentation, communication and written skills - Financial industry knowledge is an asset - Bilingualism preferred (French and English) **What You Bring**: - Solid analytical and organization skills - Proven organization, planning, prioritization, and time-management skills with a developed sense of urgency and strong results orientation - Excellent verbal and written communication skills - Strong attention to detail - Ability to learn quickly (technologies in particular) - Flexible and works well independently **What Success Looks Like**: You are constantly learning and honing your skills. You feel rewarded and recognized in a way that inspires you to do your best work. You are passionate about the MD value proposition. Location(s): Canada : Ontario : Ottawa Scotiabank is 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
