06 Aug
|
Scotia Wealth Management
|
Saskatoon
06 Aug
Scotia Wealth Management
Saskatoon
Join ScotiaMcLeod as an Administrative Support Assistant and provide vital administrative support to Advisors. You'll handle client onboarding and requests in a collaborative team environment. ScotiaMcLeod, a leader in wealth management, is seeking an Administrative Support Assistant.
This role involves efficiently onboarding new client relationships and managing a variety of account-related tasks. Your excellent communication and organizational skills will be essential as you support financial advisors in delivering exceptional service. Key Responsibilities:
- Onboard new clients through digital account opening
- Process requests for tax receipts and account reporting
- Manage account transfers, withdrawals, and payments
- Respond to client inquiries and escalate as needed
- Assist Advisors in maintaining high client service standards Requirements:
- Experience in the securities industry
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- Ability to work independently and meet deadlines
- Detail-oriented with exceptional client service skills Bring your administrative expertise and commitment to client service to ScotiaMcLeod's agile team in Saskatoon.
📌 Administrative Support Assistant at ScotiaMcLeod (Saskatoon)
🏢 Scotia Wealth Management
📍 Saskatoon