Join Scotiabank as a Temporary Administrative Specialist, where you will support Financial Advisors and ensure an exceptional client experience. This role emphasizes collaboration and service delivery within the MD team.
As a Regional Administrative Specialist, your focus will be on providing administrative support and managing client documentation for Advisors and Portfolio Managers. You will ensure accurate record-keeping and efficiently handle client inquiries while participating in research and resolution efforts. Additionally, general office duties, such as reception coverage, may be required.
Key Responsibilities:
• Process client documentation per directives from Advisors
• Maintain accurate information in the client contact database
• Prepare for and book client meetings effectively
• Manage follow-up systems for client inquiries
• Assist in compliance-related tasks and third-party communications
Requirements:
• Business or commerce college diploma
• Familiarity with financial regulations and products
• Proficient in Microsoft Office Suite
• Solid attention to detail and teamwork skills
• Excellent verbal and written communication capabilities
Bring your desire for client service excellence and organizational skills to Scotiabank's administrative team.
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