31 Jul
|
Scotiabank
|
Greater Sudbury
31 Jul
Scotiabank
Greater Sudbury
Requisition ID: 266226 Scotia
McLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921.
Known for service excellence, trusted advice, and a collaborative culture, were committed to helping clients grow and protect their wealth by understanding their complete financial picturelife, family, business, and future.
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions.
Youll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At Scotia
McLeod, youre not just building a careeryoure joining a firm where ideas spark, collaboration thrives, and youre empowered to reach your full potential while making a real impact in your clients'' lives.
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 recent 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 #SWM
📌 ScotiaMcLeod Administrative Support Assistant - Temporary Sudbury (Greater Sudbury)
🏢 Scotiabank
📍 Greater Sudbury