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National Portfolio Administrative Specialist

2 weeks ago

Calgary, Alberta, Canada MD Financial Management | Gestion financière MD Full time

Requisition ID: 240662

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Is this role right for you? In this role you will:
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers

Work with Advisors, as well as a larger regional team of Administrators

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required

Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required

Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:
College diploma in business, commerce or equivalent

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

Working knowledge of CRM2

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

A dedication to client service

Strong organizational skills

Strong attention to detail and follow-through skills

Excellent verbal and written communication skills

Initiative and are resourceful

An ability to work independently or effectively within a team

An ability to manage multiple priorities in a fast- paced environment

An ability to effectively manage change

A focus on achieving results

What's in it for you?
The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers.

Your career matters You will have access to career development and progression opportunities.

An inclusive working environment that encourages creativity, curiosity, and celebrates success

You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as

Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one

You will relish work-life balance, team events, and opportunities to participate in the community

SWM

Location(s): Canada : Alberta : Calgary || 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.