IIA Branch Operations Assistant
1 month ago
Requisition ID: 210739
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 the Branch Operations Assistant/Receptionist, you will be in a highly visible role and the first point of contact for clients. You will contribute to the overall success of Scotia Wealth management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages and responding to and actioning client requests.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)
- Coordinate internal communication to staff
- Organize and maintain various filing systems and office supplies
- Manage and maintain meeting rooms schedule, incoming and outgoing correspondence, and communal kitchen
- Ensure work is controlled throughout the day to contribute to the efficient operations of the Office
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Superior customer service skills
- Financial Industry experience
- Strong organization with the ability to manage multiple priorities
- Strong written and oral communication skills
- Fluently Bilingual in Spanish & English OR Portuguese & English is required
WHAT'S IN IT FOR YOU
- At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities– for you and our clients.
- An inclusive working environment that encourages creativity, curiosity and celebrates success.
- Learning and Development – free access to Scotia Academy to upskill and develop your skills
Location(s): Canada : Ontario : Toronto
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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