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ScotiaMcLeod Branch Operations Assistant
5 days ago
Requisition ID: 202424
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
BRIEF INTRODUCTION
As a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Be instrumental in management of the daily administrative operations of the branch Manage client account activities and ensuring compliance standards are met Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations Act as first point of contact for clients arriving at the branch Process cheques and documentation received by clients Complete all non online account management and shareholder communication Maintain branch efficiencyDO YOU HAVE THE SKILLS
We would love to work with you if you have:
Superior customer service skills Financial Industry experience preferred Strong organization with the ability to manage multiple priorities Strong written and oral communication skills Knowledge of Microsoft Systems
WHAT'S IN IT FOR YOU
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