Advisor Associate Bilingual
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Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 250605
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Advisor Associate contributes to the overall success of the Client Administrative Services Regional team ensuring specific individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. Ensures all activities conducted are following governing regulations internal policies and procedures
Is this role right for you In this role you will:
Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.
Work with Advisors as well as a larger regional team of Administrators.
Be responsible for maintaining the currency and accuracy of the client contact database ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings responding to time-sensitive requests from Advisors during client meetings preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
Maintain a follow-up system for inquiries and issues ensuring expeditious resolution based on MD specified service standards.
Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects as required.
Ensure that monthly compliance-related tasks such as compliance reporting logs and following up on noncompliant paperwork are completed efficiently.
Liaise with Accountants and third parties to provide tax documents or statements as requested
Perform general office duties including reception coverage when required.
Do you have the skills that will enable you to succeed in this role - Wed love to work with you if you have:
A College diploma in business commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates trusts RESPs RDSPs FHSAs RRSPs/RRIFs TFSAs non-registered investments and applicable tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
A commitment to an exceptional client experience using your ability to understand the clients perspective quickly and clearly you will provide timely and accurate responses to a myriad of queries.
A sense of urgency whats important to the client is equally important to you. You thrive on getting things done and done well.
The flexibility to work independently and as part of a broader team.
Fluently Bilingual English and French
Location(s): Canada : New Brunswick : Moncton
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
- Administrative Skills
- Time Management
- Diplomatic Skills
- Listening Skill
- Languages Fluency
- Organizational Skill
- Pressure Management
- Discipline Skills
- Communication
- Relationship Management
- Client Services
- Flexibility
- IT Skill
- Orderly Condition
- Secretarial Skill
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.
