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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
In this Scotiabank position, you will help maintain accurate, efficient service within a regional administrative team. Responsibilities span compliance reporting, non-compliant paperwork follow-up, client meeting preparation, database maintenance, transaction requests, and issue resolution. Financial services knowledge supports work involving registered plans, investments, estates, trusts, and related tax matters.
Key Responsibilities:
Complete monthly compliance reporting and paperwork follow-up
Keep client contact information current and accurate
Maintain follow-up systems for inquiries and issues
Support client meetings and time-sensitive Advisor requests
Cover reception and perform general office duties
Requirements:
College diploma in business, commerce, or equivalent
Knowledge of applicable financial services rules
Understanding of CRM2 requirements
Proficiency with Microsoft Office Suite
Strong attention to detail and follow-through
Use careful compliance administration, organized follow-up, and client service skills to support Scotiabank’s Toronto wealth operations.
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