Requisition ID: 265327

Overview
As a Regional Coordinator, you will contribute to the overall success of the Client Administrative Services Regional team by ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. All activities will be conducted in compliance with governing regulations, internal policies, and procedures.

Responsibilities

Champion a customer‑focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.

Maintain office systems, including network administration, telephone and voicemail programs, reference and product files, branch library, and Product & Procedures manual.

Lead management of facilities operations and delivery/ change management of facilities related changes.

Liaise with Facilities to support leasehold improvements, lease renewals, and planned moves.

Perform reception duties: answer the phone, greet clients, manage incoming & outgoing mail & courier, and book client appointments.

Complete regional reporting requests and data analysis.

Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation, and SOTI.

Coordinate and execute a variety of regional initiatives, including seminars, Client Forums, and Professional Development Days, and coordinate logistics as required.

Assist with branch compliance duties,



including maintaining the security checklist and Business Continuity Plan.

Participate in various regional meetings and special projects.

Liaise with external partners such as medical associations, accounting firms, etc., for regional projects.

Perform other administrative tasks as assigned.

Apply the Bank’s risk appetite and risk culture in day‑to‑day activities and decisions.

Ensure effective, efficient operations in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, while ensuring compliance with operational, AML/ATF/sanctions, and conduct risk controls.

Must Haves

Community college diploma in Business Administration or equivalent.

Three or more years’ experience in an administrative or clerical position, preferably in a financial services company.

Working knowledge of RRSPs, RRIFs, mutual funds, and client services is an asset.

Excellent computer skills, including MS Word and MS PowerPoint, and a good understanding of current corporate applications.

Desired Skills

Solid organizational skills.

Excellent communication skills.

Initiative and resourcefulness.

Ability to work effectively and collaboratively within a team.

Attention to detail.

High energy and professional demeanor in a fast‑paced environment.

Team player who consistently creates a positive work environment.

Location
Vancouver, British Columbia, Canada

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📌 Regional Coordinator (Receptionist) Vancouver (British Columbia)
🏢 Scotia Wealth Management
📍 British Columbia