ScotiaMcLeod Administrative Support Assistant

Requisition ID: 227799

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 youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a client-centric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.

As an Administrative Support Assistant your role is to provide administrative support to one or more Advisors and their teams.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues scheduling guests greeting clients arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests account transfers deposits withdrawals and payments requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely responsive manner and escalating to Advisor when appropriate

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word Excel and PowerPoint
• Secondary education

Working Conditions

The role operates within a standard office environment.

Pursuant to a language needs assessment conducted by Scotiabank the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.

#SWM

Location(s): Canada : Quebec : Montreal

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.