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ScotiaMcLeod Administrative Support Assistant - Calgary, AB

Date: Feb 9, 2019

Location: Toronto, AB, CA

Company: Scotiabank

 

 

Requisition ID: 50057

 

Join the Global Community of Scotiabankers to help customers become better off.

Job Purpose

The Administrative Support Assistant role is to provide administrative support to one or more Advisors, and their teams.

 

This is an Executive Assistant / Admin Support role.  It's a fantastic opportunity to join a dynamic, successful, and high energy  team.  The successful candidate must be highly organized, efficient, able to manage conflicting priorities, and willing to take initiative.  Experience in an Executive Assistant role (event planning, calendar management/scheduling, meeting planning, client experience model management, etc.), would be extremely beneficial.

 

Key Accountabilities

  • Ensure a high level of non-trade client service by:
    • Acting as receptionist by answering phones and greeting clients
    •  Arranging client meetings including venues, preparing printed materials and handling schedule changes
    • Assisting 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 system
    • Following up on client meetings and entering notes in contact management system • Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
    • Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
  • Provide administrative support by:
    • Processing client account documentation
    • Assisting in writing and processing clients’/prospects letters and proposals
    • Ordering marketing materials
    • Maintaining client files and information on the appropriate systems
    • Opening new accounts and processing new account documentation
    • Processing account transfer documentation and follow up to ensure receipt
    • Following up on outstanding documentation for restricted accounts
    • Ensuring all client interaction is accurately documented
    • Gathering deferred sales charge (DSC) information
    • Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
    • Following up with clients on missing documentation required as per the industry regulatory requirements

 

Functional Competencies

  • Excellent written and verbal communication skills
  • Strong organizational skills • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems; Word, Excel, Powerpoint

 

Education/ Work Experience

Secondary Education

Location(s):  Canada : Ontario : Toronto

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.


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