Administrative Specialist Wealth

3 days ago

Nanaimo, Canada Scotiabank Full time

 

 

 

 

Requisition ID: 211531

 

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 Financial Consultants and Portfolio Managers.

 

Is this role right for you? In this role you will:

 

  • Process documentation requests and input transaction requests as directed by Financial Consultants
  • Partner with Financial Consultants and Portfolio Managers in booking client meetings
  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services
  • Respond to last minute requests from Financial Consultants during client meetings
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
  • Provide support and participate in the research and resolution of client issues
  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
  • Prepare and process new account documentation as required 
  • Update the database for all client contact, ensuring that all client information & 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 and general office duties

 
The Must Haves:

 

  • Community college diploma in Business Administration or equivalent
  • 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Working knowledge of CRM2 
  • Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

 
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

 

  • 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  

Location(s):  Canada : British Columbia : Nanaimo

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.

  • Assistant Manager, Private Wealth Group

    5 days ago

    Nanaimo, Canada Coastal Community Private Wealth Full time

    **Position Typ**e**:Permanent **Together, Let’s Do Great Things!** **What’s the role?** As **Assistant Manager, Private Wealth**, you are responsible to manage the overall administrative support function of the client services team while leading, coaching and developing a team of representatives. A strong focus for this position is to coach and mentor...

  • Administrative Specialist Wealth

    3 days ago

    Nanaimo, Canada MD Financial Management Full time

    Requisition ID: 211531 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 Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: -...

  • Administrative Assistant

    3 months ago

    Nanaimo, Canada iA Private Wealth Full time

    iA Private Wealth in Nanaimo is an independent investment firm providing outstanding service to clients. Responsibilities include: - Provide support to Wealth Advisor - Must be able to manage multiple platforms in assisting Clients and Advisor - Perform banking duties **Maintain client database, client files and transpose information of documentation based...

  • Assistant Manager, Private Wealth Group

    6 days ago

    Nanaimo, Canada Coastal Community Full time

    Job Details Description **Posting Deadline: Please submit your application by 11:59 PM PST, December 6, 2024** Position Type: Permanent Together, Let’s Do Great Things! We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity in our Private Wealth division. Reporting to...

  • Wealth Management Associate Role

    1 week ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    We are seeking a highly skilled and resourceful individual to join our wealth management team as an Associate.Royal Bank of Canada is Canada's leading full-service investment and wealth management firm, backed by a strong financial institution. We take pride in nurturing talented individuals who share our commitment to delivering exceptional service and...

  • Administrative Assistant

    3 months ago

    Nanaimo, Canada iA Private Wealth Full time

    Pay: $22.00-$25.00 per hour Expected hours: 37.5 per week **Benefits**: - Extended health care - On-site parking - Paid time off Flexible language requirement: - French not required Schedule: - Monday to Friday **Education**: - Secondary School (preferred) **Experience**: - Front desk: 1 year (preferred) - Administrative experience: 1 year...

  • Administrative Support Specialist

    1 month ago

    Nanaimo, British Columbia, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Nanaimo. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office correspondence,...

  • Administrative Specialist

    3 weeks ago

    Nanaimo, British Columbia, Canada Avalon College Limited oa Avalon Career College Full time

    Avalon College Limited o/a Avalon Career College seeks an Administrative Specialist to join its team. In this role, you will be responsible for reviewing and evaluating new administrative procedures, delegating work to office support staff and establishing work priorities and ensuring procedures are followed and deadlines are met.The ideal candidate will...

  • Administrative Support Specialist

    1 month ago

    Nanaimo, British Columbia, Canada Swiftsure Taxi Co. Ltd. Full time

    We are seeking an Administrative Support Specialist to join our team at LJB Maintenance Ltd. The successful candidate will be responsible for arranging and coordinating seminars, conferences, and other events. They will also be responsible for recording and preparing minutes of meetings, seminars, and conferences, as well as determining and establishing...

  • Administrative Support Specialist

    1 month ago

    Nanaimo, British Columbia, Canada Quality Inn Full time

    At Quality Inn, we are seeking an Administrative Support Specialist to join our team. As an Administrative Support Specialist, you will be responsible for providing administrative support to our management team. This includes arranging and coordinating seminars, conferences, and other events, as well as planning and controlling budgets and expenditures.You...

  • Administrative Support Specialist

    4 weeks ago

    Nanaimo, British Columbia, Canada Quality Inn Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our team at Quality Inn. As an Administrative Support Specialist, you will be responsible for providing administrative support to our management team, ensuring the smooth operation of our office.Key ResponsibilitiesArrange and coordinate seminars, conferences, and other...

  • Administrative Support Specialist

    1 month ago

    Nanaimo, British Columbia, Canada Sun Porch Homes Ltd. Full time

    Sun Porch Homes Ltd. is seeking an organized and detail-oriented Administrative Support Specialist to join our team. As an Administrative Support Specialist, you will be responsible for coordinating the flow of information within the team, determining and establishing office procedures and routines, and providing exceptional customer service.The ideal...

  • Client Relations Assistant 2

    2 months ago

    Nanaimo, Canada Coastal Community Private Wealth Group Full time

    **Position Typ**e**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Client Relations Assistant**, so if you’re passionate about improving people’s financial health and have experience supporting a...

  • Client Relations Assistant 2

    2 months ago

    Nanaimo, Canada Coastal Community Private Wealth Group Full time

    **Position T**ype**:Temporary **Duration**: Approximately thirteen (13) Months **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Client Relations Assistant**, so if you’re passionate about improving people’s...

  • Administrative Support Specialist

    1 month ago

    Nanaimo, British Columbia, Canada beBee Professionals Full time $30,000 - $40,000

    beBee Professionals is seeking a highly skilled Administrative Support Specialist to join our team in Nanaimo, Canada.Key Responsibilities:Provide administrative support to our team, including managing incoming calls, scheduling appointments, and handling correspondence.Maintain the reception area, ensuring it is tidy and presentable, and perform general...

  • Store Systems and Administration Specialist

    1 month ago

    Nanaimo, British Columbia, Canada London Drugs Full time

    Store Systems and Administration SpecialistThe Store Systems and Administration Specialist plays a vital role in ensuring the smooth operation of store-level systems and administrative functions. This position is responsible for maintaining store hardware systems, including point-of-sale systems, operational software programs, and communication networks. The...

  • Administrative Support Specialist

    4 weeks ago

    Nanaimo, British Columbia, Canada Avalon College Limited oa Avalon Career College Full time

    Avalon College Limited o/a Avalon Career College is seeking an experienced Administrative Support Specialist to join our team. The successful candidate will be responsible for providing administrative support to our staff, including arranging seminars, conferences, and other events. They will also be responsible for planning and controlling budgets,...

  • Administrative Support Specialist

    4 weeks ago

    Nanaimo, British Columbia, Canada Quality Inn Full time

    At Quality Inn, we are seeking an experienced Administrative Support Specialist to join our team. This role will be responsible for providing administrative support to our management team, ensuring the smooth operation of our office.Key ResponsibilitiesAdministrative Support: Provide administrative support to the management team, including preparing reports,...

  • Administrative Support Specialist

    1 week ago

    Nanaimo, British Columbia, Canada Avalon Community College Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our team at Avalon Community College. The successful candidate will be responsible for providing administrative support to our staff, ensuring the smooth operation of our office.Key ResponsibilitiesProvide administrative support to senior management and staff, including...

  • Administrative Management Specialist

    1 week ago

    Nanaimo, British Columbia, Canada SHIPCART DISTRIBUTION SERVICES Full time

    Job DescriptionWe are seeking an experienced Administrative Management Specialist to join our team at SHIPCART DISTRIBUTION SERVICES.About the RoleThe successful candidate will be responsible for reviewing and evaluating new administrative procedures, delegating work to office support staff, establishing work priorities, and ensuring procedures are followed...