Investment Specialist, Administrative Assistant

2 days ago

Barrie, Canada Scotiabank Full time

Requisition ID: 176499 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Investment Specialist, Administrative Assistant will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In support of investment sales and client acquisition, the Assistant, Investment Specialist will be responsible for the required documentation and communication processes, ensuring timely support to the assigned Investment Specialist(s) and their respective customers. The Investment Specialist, Administrative Assistant will be a critical resource in supporting the growth and servicing of the Investment Specialist’s client base. **Key Job Accountabilities** 1. Documentation Preparing and maintaining new and existing customer files Preparing and sending transfer documents to Investment Support team, and following up as needed/appropriate Record Keeping for new accounts and account activities Completing ‘on behalf of’ transactions, trades and account opening Following up with clients for missing documentation or information Expense administration 2. Compliance/Regulatory Sending all required documentation and communication to SSI Compliance, including documentation on: Account openings & account maintenance Fund purchases/switches/redemptions Following up on any compliance deficiencies 3. Communication Preparing mailing lists and sending customer correspondence Answering basic customer inquiries Scheduling and rescheduling appointments in support of the Investment Specialist as required 4. Prospecting / Marketing Use tools (Salesforce, PMT) to identify off-us investment opportunities Work with in-house marketing team to develop adverts and new material aimed at acquiring new to bank customers Grow Centres of Influence (COI) to drive new sources of customer acquisition Other duties as required. **Skills, Experiences, and Functional Competencies** Detail oriented Strong communication - both written and verbal Motivated to grow within the industry Entrepreneurial mindset Creative Experience working in an investment sales/financial planning environment would be considered an asset Second language an asset but not required **Education and Other Requirements** Post-secondary education in Business or related field would be an asset Mutual Fund License Valid Drivers License Location(s): Canada : Ontario : Barrie || Canada : Ontario : Orillia 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.

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