Elevate your career with ScotiaMcLeod as an Administrative Support Assistant in Calgary, Alberta. Embrace a fulfilling role delivering key administrative support for financial Advisors and their teams.
In this position, you will handle onboarding of current clients, ensuring seamless digital account opening and thorough documentation management. You'll process various client requests, address inquiries promptly, and liaise with Advisors for escalated issues. This role requires a passion for exceptional client service and strong organizational skills.
Key Responsibilities:
• Onboard clients through digital account opening processes
• Process account transfers, deposits, and withdrawals accurately
• Handle requests for tax receipts and account reporting efficiently




• Resolve client inquiries in a timely manner
• Collaborate effectively with financial Advisors for issue escalation
Requirements:
• Experience in the securities industry is essential
• Excellent verbal and written communication skills required
• Strong organizational and time management skills needed
• Ability to work independently with initiative
• Attention to detail and client service excellence is critical
Join ScotiaMcLeod to support financial Advisors with outstanding administrative capabilities.
#J-18808-Ljbffr

📌 Administrative Support Assistant in Calgary
🏢 Scotia Wealth Management
📍 Calgary