ScotiaMcLeod Administrative Support Assistant; Westmount
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-01-28
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Position: ScotiaMcLeod Administrative Support Assistant (Westmount)
Location: MontrealRequisition
As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod 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 Scotia Mc Leod , you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
The Administrative Support Assistant 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 clientsArranging client meetings including venues, preparing printed materials and handling schedule changesAssisting 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 systemProcessing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reportingResponding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate2. Provide administrative support by:
Processing client account documentationAssisting in writing and processing clients’/prospects letters and proposalsOrdering marketing materialsMaintaining client files and information on the appropriate systemsOpening new accounts and processing new account documentationProcessing account transfer documentation and follow up to ensure receiptFollowing up on outstanding documentation for restricted accountsEnsuring all client interaction is accurately documentedGathering deferred sales charge (DSC) informationEnsuring adherence of all regulatory rules as it relates to client accounts and related documentationFollowing up with clients on missing documentation required as per the industry regulatory requirements3. 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 contactsMaintaining a high level of customer serviceFacilitating a culture of open and honest communicationActively participating and contributing to touch bases and team meetingsEncouraging the generation of new ideas and approachesActively sharing knowledge and experience to enhance the development of all team membersDeveloping and executing a meaningful employee development planDO YOU HAVE THE SKILLS
We would love to work with you if you have:
Excellent written and verbal communication skillsStrong organizational skillsAbility to take initiative and work independentlyAbility to meet deadlinesKnowledge of Microsoft systems:
Word, Excel and Power Point Secondary educationWorking Conditions
The role operates within a standard office environment.The branch is a fast paced often high stress environment often with conflicting demands.« In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.”
#SWM
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