Requisition
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.
BRIEF INTRODUCTION
As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Be responsible for onboarding new client relationships through digital account opening and documentation administration
Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
Experience in the securities industry
Excellent verbal and written communication
Strong organizational skills
Ability to take initiative, work independently and meet deadlines
Meticulous attention to detail and excellent time management skills
Exceptional client service skills, providing a professional and respectful experience
WHATS IN IT FOR YOU
Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
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
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