Join ScotiaMcLeod in Calgary as an Administrative Support Assistant, where you will be vital in providing administrative solutions for Advisors. This role is key for managing client onboarding and meeting their requests effectively.
Your responsibilities will include onboarding clients by managing digital account openings and processing essential requests such as account transfers and withdrawals. You'll respond to client inquiries, escalating them as necessary to ensure customer satisfaction. A detailed-oriented approach is vital to succeed in this role.
Key Responsibilities:
• Manage client onboarding with digital documentation
• Process account transfers and deposit requests accurately
• Address client inquiries and escalate issues promptly




• Provide thorough tax receipt and account reporting services
• Assist Advisors in maintaining client relationships
Requirements:
• Prior experience in the securities industry preferred
• Solid communication skills both verbal and written
• Exceptional organizational abilities are necessary
• Must demonstrate initiative and independent work ethic
• Focus on detail and delivering client service excellence
Support ScotiaMcLeod as a reliable resource for financial Advisors and their client relationships.
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📌 Calgary Administrative Support Role
🏢 Scotia Wealth Management
📍 Calgary