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Scotiamcleod Administrative Assistant
2 weeks ago
Requisition ID: 169984 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the Administrative Assistant role you will provide administrative support to one or more Advisors and their teams. **Is this role for you? In this role you will**: **1. Ensure a high level of non-trade client service by**: - Arranging client meetings including venues, preparing printed materials and handling schedule changes - Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc. - Following up on client meetings and entering notes in contact management system - Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting - Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate **2. Provide administrative support by**: - Processing client account documentation - Assisting in writing and processing clients’/prospects letters and proposals - Ordering marketing materials - Maintaining client files and information on the appropriate systems - Opening new accounts and processing new account documentation - Processing account transfer documentation and follow up to ensure receipt - Following up on outstanding documentation for restricted accounts - Ensuring all client interaction is accurately documented - Gathering deferred sales charge (DSC) information - Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation - Following up with clients on missing documentation required as per the industry regulatory requirements **3. Contribute to the effective functioning of the branch team by**: - Building effective working relationships across the team and with various business line and corporate function contacts - Maintaining a high level of customer service - Facilitating a culture of open and honest communication - Actively participating and contributing to touch bases and team meetings - Encouraging the generation of new ideas and approaches - Actively sharing knowledge and experience to enhance the development of all team members - Developing and executing a meaningful employee development plan **Do you have the required skills to excel in the role? We'd love to work with you, if you have**: - Excellent written and verbal communication skills - Strong organizational skills - Ability to take initiative and work independently - Ability to meet deadlines - Knowledge of Microsoft systems: Word, Excel and PowerPoint - Secondary education Location(s): Canada : Saskatchewan : Prince Albert 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.
