Scotiamcleod Branch Operations Assistant
1 week ago
Requisition ID: 225518 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. **BRIEF INTRODUCTION** As a Receptionist/Branch Operations Assistant, you will be in a highly visible role and the first point of contact for clients. You will contribute to the overall success of Scotia Wealth management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages and responding to and actioning client requests. **IS THIS ROLE RIGHT FOR YOU** **In the role you will**: - Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM) - Coordinate internal communication to staff - Organize and maintain various filing systems and office supplies - Manage and maintain meeting rooms schedule, incoming and outgoing correspondence, and communal kitchen - Act as the liaison with the Helpdesk and the Branch Training and Support Team to ensure efficient resolution to all issues - Process cheques and documentation received by clients - Complete all non online account management and shareholder communication - Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. **DO YOU HAVE THE SKILLS** **We would love to work with you if you have**: - Superior customer service skills - Financial Industry experience - Strong organization with the ability to manage multiple priorities - Strong written and oral communication skills **WHAT'S IN IT FOR YOU** - At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. - An organization committed to making a difference in our communities - for you and our clients. - An inclusive working environment that encourages creativity, curiosity and celebrates success. - Learning and Development - free access to Scotia Academy to upskill and develop your skills SWM Location(s): Canada : Ontario : Toronto 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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Iia Scotiamcleod Branch Operations Assistant
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 189230 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Scotiamcleod Branch Operations Assistant
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 225518 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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