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 recent 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 dynamic team in Saskatoon.
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📌 Administrative Support Assistant at ScotiaMcLeod (Saskatchewan)
🏢 Scotia Wealth Management
📍 Saskatchewan
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