Scotia Wealth Management Administrative Assistant/Service Support Officer
12 hours ago
Requisition ID: 244111
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
As a member of the Scotia Wealth Management team the Administrative Assistant is responsible for contributing to the overall success of the Centre by supporting the Client Service lead and or Sr Manager Regional Ops & Service in areas of client services, operations, administration and office management for all business lines while sustaining overall Centre operational efficiency and effectiveness. Responsibilities also include performing processing functions and ensuring adherence to Bank security procedures and policies to mitigate risk to the Bank.
As a first point of contact, the Administrative Assistant is a highly visible role, responsible for contributing to the overall success of the unit by greeting and directing clients; taking and relaying messages for the unit; responding to and actioning client requests and providing administrative support to other branch team members, while adhering to Bank security and operational procedures and policies. Service is provided in a matter consistent with Scotia Service Standards and complaint resolution Standards.
What you will be doing:
Meet client needs by:
Providing High Net Worth Clients with superior service that demonstrates knowledge and respect and exceeds their high level of expectationTaking full responsibility and resolving inquiries / concerns / complaints within agreed timeframes to the Client's full satisfaction or by escalating to the appropriated source as set out in the Bank's Complaint Resolution Standards and Procedures.Providing a high level of service and support to resolving Client's, Private Banking Team as well as Centre staff with service issues while adhering to policy and proceduresProvide support for the delivery of Client Service by:
Assisting clients with knowledgeable information and setting up of digital electronic BankingProcessing Bank account deposits for Scotiatrust, Private Investment Council and ScotiaMcLeodEnsuring required material in Private Banking Client waiting area is properly maintained and currentMonitoring and taking action on deficiencies for the entire Centre with systems and premisesArranging for offsite storage of file/destruction of obsolete files and recordsMonitoring and ordering office supplies and stationary for the SWM office.Preparation of returns/reports as delegated by the Client Service lead and or Sr Manager Regional Ops & ServiceContribute to the quality and efficiency of Branch operations as well as compliance with regulatory and internal Bank guidelines by:
Setting up employees on Intralink Officer Profile, Salesforce, ScotiaFX along with other required systems as requested by Client Service lead and or Sr Manager Regional Ops & ServiceAssigning TCS position authorities for team members based on the PB referenceAdhering to position authorities and policiesChecking / authorizing transactions within approved limitsCompleting daily and periodic Automated Control System (ACS) activitiesComplying with regulatory requirements as part of the service process, including Know Your Client (KYC), Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada (FCAC), Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF), Foreign Account Tax Compliance Act (FATCA), Canada's Anti-Spam Law (CASL), Privacy, Occupational Health and Safety (OHS) and Scotia Securities Inc. (SSI) requirements, processes and guidelines.Completing all mandatory courses on as requiredImmediately reporting/escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Client Service lead and or Sr Manager Regional Ops & Service PB Team Lead and/or Private Banking Head Office as appropriatePreparing and participating in meaningful Individual Touch Base meetings with Supervisor on a regular basis
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
Location(s): Canada : British Columbia : Vancouver
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.
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