Regional Administrative Specialist

2 weeks ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 164406 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Administration Specialist is responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers in maintaining high standards for all clients. Duties & Responsibilities: (What you will do) Service Support: - Provide service support to Financial Consultants and Portfolio Managers - Process documentation requests and input transaction requests as required as directed by advisors - Partner with Financial Consultants and Portfolio Managers in booking client meetings, as required - Respond effectively to all inquiries from current and prospective clients concerning MD products and services - Respond to last minute requests from advisor during client meetings Administrative Support: - Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter - Provide support and participate in the research & resolution of client issues - Complete File Preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings - Prepare and process new account documentation as required Operational Support: - Update database for all client contact, ensuring that all client information and notes are recorded correctly - Maintain monthly compliance related tasks as required - Liaise with accountants and third parties, as required - Prepare business correspondence to clients and third parties - Participate in projects as required - Provide Reception coverage - General office duties as required Education & Experience: (What you need) - Community college diploma in Business Administration or equivalent - Understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues - 2 years’ experience in the Financial Services industry - Working knowledge of CRM2 Competency Requirements: (What you bring) - Dedication to client service - Strong organizational stills - Strong attention to detail and follow-through skills - Excellent verbal and written communication skills - Demonstrated pro-activity and initiative - Ability to work independently - Strong team player - Ability to manage multiple priorities in a fast-paced environment - Ability to effectively manage change - Results-oriented Location(s): Canada : Alberta : Edmonton 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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