Scotia Wealth Management Administrative AssistantService Support Officer
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 244111
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose
As a member of the Scotia Wealth Management team the Administrative Assistant is responsible for contributing to the overall success of the Centre by supporting the Client Service lead and or Sr Manager Regional Ops & Service in areas of client services operations administration and office management for all business lines while sustaining overall Centre operational efficiency and also include performing processing functions and ensuring adherence to Bank security procedures and policies to mitigate risk to the Bank.
As a first point of contact the Administrative Assistant is a highly visible role responsible for contributing to the overall success of the unit by greeting and directing clients; taking and relaying messages for the unit; responding to and actioning client requests and providing administrative support to other branch team members while adhering to Bank security and operational procedures and policies. Service is provided in a matter consistent with Scotia Service Standards and complaint resolution Standards.
What you will be doing:
Meet client needs by:
- Providing High Net Worth Clients with superior service that demonstrates knowledge and respect and exceeds their high level of expectation
- Taking full responsibility and resolving inquiries / concerns / complaints within agreed timeframes to the Clients full satisfaction or by escalating to the appropriated source as set out in the Banks Complaint Resolution Standards and Procedures.
- Providing a high level of service and support to resolving Clients Private Banking Team as well as Centre staff with service issues while adhering to policy and procedures
Provide support for the delivery of Client Service by:
- Assisting clients with knowledgeable information and setting up of digital electronic Banking
- Processing Bank account deposits for Scotiatrust Private Investment Council and ScotiaMcLeod
- Ensuring required material in Private Banking Client waiting area is properly maintained and current
- Monitoring and taking action on deficiencies for the entire Centre with systems and premises
- Arranging for offsite storage of file/destruction of obsolete files and records
- Monitoring and ordering office supplies and stationary for the SWM office.
- Preparation of returns/reports as delegated by the Client Service lead and or Sr Manager Regional Ops & Service
Contribute to the quality and efficiency of Branch operations as well as compliance with regulatory and internal Bank guidelines by:
- Setting up employees on Intralink Officer Profile Salesforce ScotiaFX along with other required systems as requested by Client Service lead and or Sr Manager Regional Ops & Service
- Assigning TCS position authorities for team members based on the PB reference
- Adhering to position authorities and policies
- Checking / authorizing transactions within approved limits
- Completing daily and periodic Automated Control System (ACS) activities
- Complying with regulatory requirements as part of the service process including Know Your Client (KYC) Canada Deposit Insurance Corporation (CDIC) Financial Consumer Agency of Canada (FCAC) Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF) Foreign Account Tax
- Compliance Act (FATCA) Canadas Anti-Spam Law (CASL) Privacy Occupational Health and Safety (OHS) and Scotia Securities Inc. (SSI) requirements processes and guidelines.
- Completing all mandatory courses on as required
- Immediately reporting/escalating fraudulent activities unusual occurrences issues/deficiencies/trends to the Client Service lead and or Sr
- Manager Regional Ops & Service PB Team Lead and/or Private Banking Head Office as appropriate
- Preparing and participating in meaningful Individual Touch Base meetings with Supervisor on a regular basis
Do you have the skills to enable you to be successful in this role We would love to work with you if you have:
- Superior client service client focus as well as communication skills are essential to ensure a consistent service experience for clients.
- Excellent organizational and time management skills
- Working knowledge of the Banks monitoring and compliance requirements including AML/ATF KYC FATCA CASL CDIC FCAC and OHS
- Working knowledge of Microsoft Office Word and Microsoft Office Excel.
- Thorough knowledge of transactional services and related policies and procedures;
- Thorough knowledge of cash custody and security processes and procedures;
Location(s): Canada : British Columbia : Vancouver
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:
Unclear Seniority
Key Skills
- Administrative Skills
- Time Management
- Account and Finance Skills
- Administration & Operation
- Customer Services
- Communication
- Analysis Skills
- Relationship Management
- Administration Support
- Administrative Services
- Client Services
- Team Player Spirit
- Problem Solving Skills
- Administration And Secretarial
- Office Management
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.
