ScotiaMcLeod Transition Specialist Toronto
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 234679
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.
INTRODUCTION:
As a Transition Specialist your primary focus is to provide centralized administrative support for select Advisor teams. The Transition Specialist will act as liaison between head office and Advisor teams.
WHAT YOULL BE DOING
In this role you will:
Provide effective administrative support in a centralized environment by:
- Gathering client and corporate account information and opening accounts ability to complete complex account openings
- Processing new account documentation and monitoring all outstanding documentation
- Processing incoming client account transfer requestsadhering to regulatory deadlines
- Scanning/transmitting documentation to Head Office
- Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead
- Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules regarding client account documentation account transfers AML and ATF
- Provide additional administrative support to advisor teams within the region
- Identifying and escalating incidents of concern
Contribute to the effective functioning of the team by:
- Building effective working relationships across teams operations and head office contacts
- Maintaining a high level of client 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
Wed 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
- Previous industry experience
- Secondary education
- Bilingual in French is an asset
Working Conditions:
- Travel within the province and country will be required occasionally
- Flexible working with evening hours and weekends when required.
WHATS IN IT FOR YOU
- Competitive Compensation and Benefits package including annual incentive plans time off entitlements Pension Plan Employee Share Ownership Plan andfavourable employee rates for employee banking
- 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 via Scotia Academy a virtual learning experience to upskill and develop your skills at work or from your personal device
#SWM #LI-Onsite #LI-HA1
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.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
