IIA Branch Operations Assistant Receptionist

Requisition ID: 241939

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.

BRIEF INTRODUCTION

As a Branch Operations Assistant/Receptionist 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 efficiency

DO 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
• Fluently bilingual in Spanish & English

WHATS 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.
• You will join a purpose-driven winning team committed to results in an inclusive and high-performing culture.
• 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.

#SWM

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.