Centralized Administrative Assistant

3 days ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 156662 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Summary**: The Centralized Administrative Assistant is responsible for providing administrative and operational support for new account documentation preparation & account opening to achieve superior quality standards for our clients. **Duties & Responsibilities**:(What you will do)** - Pre-fill and prepare New Account Application Forms including supporting documentation. (Know Your Client Forms, Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc.) - Prepare documents for e-signature and distribution to clients. - Review accuracy of completed and returned documentation. - Open investment accounts. - Review assigned activities throughout day. - Maintain monthly compliance related tasks as required i.e.) follow up on non-complaint paperwork. - Maintain a follow-up system for initiated inquiries. - Update client databases, as required, to ensure maintenance of accurate client information. - Participate in projects, as required. - Maintain productivity and accuracy standards. - Occasional overtime (including weekends) may be required during peak business season from December - February. Standard business hours are from 8am - 5pm EST. - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. - Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. **Education & Experience**:(What you need)** - University degree, preferably in Commerce or Business Administration, or college diploma in Business Administration or equivalent. - Proficient in the use of Microsoft Office, specifically Outlook, Word, and Excel - Previous experience in an administrative or clerical position is an asset, preferably within a financial services company - Experience with.pdf editing software (Adobe, Nitro) is an asset. - Experience with electronic signature software is an asset. - Experience with customer relationship management software is an asset - General understanding of registered investment plans and Fintrac identification standards is an asset. **Competency Requirements**:(What you bring)** - Client focus - Strong organizational skills - Attention to detail - Excellent communication skills - Initiative and resourcefulness - Ability to work effectively within a team - Ability to manage multiple priorities in a fast-paced environment - Ability to effectively manage change 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.

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