Enhance client relations as a Regional Administrative Specialist with Scotiabank in Toronto, Ontario. This role demands a client-focused approach, with expertise in financial documentation and operational support.
You will play a key role in assisting Financial Advisors and Portfolio Managers by preparing client documentation and maintaining comprehensive records for MD clients. Collaboration with a regional team of Administrators is essential to uphold high service standards and ensure timely responses to client inquiries.
Key Responsibilities:
• Prepare and process client documentation accurately
• Maintain an up-to-date client contact database
• Support Advisors during client meetings
• Execute compliance-related tasks efficiently
• Perform general office duties, including reception coverage
Requirements:
• College diploma in business or commerce
• Knowledge of financial services regulations
• Proficiency in Microsoft Office Suite
• Robust attention to detail and organizational skills
• Excellent verbal and written communication abilities
Contribute your skills in organization, communication, and client service within Scotiabank's dedicated team in Toronto.
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📌 Administrative Specialist at Scotiabank (Toronto)
🏢 Scotia Wealth Management
📍 Toronto