Title:  IIA Assistant Branch Administrator, ScotiaMcLeod, GWM - 12 Month Contract

Requisition ID: 268544 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies.

Major Accountabilities:

1. Assist in the management of branch support staff by:

• Resolving escalated issues
• Providing ongoing employee recognition
• Acting as a resource to provide information, contacts and direction for questions and escalations
  
  

2. Assist the Branch Management Team by:

• Completing all administrative duties, including filing, storage and report distribution
• Processing all expenses and following up on outstanding issues
• Building spreadsheets and maintaining databases as necessary
• Running or assisting management with New Issues
• Compiling documentation regarding compliance issues
• Co-ordinating and tracking daily and monthly supervision requests as directed by Branch Manager
• Maintaining compliance spreadsheets (Insider and Control Block, etc
• Completing and submitting the Monthly Error Report
• Maintaining the Branch Research Distribution System
• Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
• Administering the branch client account (house accounts)
• Co-ordinating building facilities maintenance
• Scheduling branch meetings, including external speakers
• Assisting with interviews of support staff
• Ensuring the quality and efficiency of branch operations
• Onboarding of new experienced Advisors and their teams, by acting as a resource and liaison
• Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA) 
   
  3. Contribute to the effective functioning of the branch team by:
  
  
• Building effective working relationships across the team and with various business line andcorporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Education/Work Experience/Designations

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Ability to multi task
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Previous industry experience
• Post secondary education
• Canadian Securities course
• Conduct and Practices Handbook (CPH )
• IRT training Or willing to complete required courses to become licensed
• Work independently on specific tasks, ability to prioritize where required and escalate when necessary
• Cheque signing authority as co-signatory as required

Location(s):  Canada : Ontario : Toronto 

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.