22 Aug
|
Scotia Wealth Management
|
Winnipeg
22 Aug
Scotia Wealth Management
Winnipeg
Launch your career at ScotiaMcLeod as an Administrative Support Assistant in Calgary, Alberta, where you’ll excel in administrative tasks supporting financial Advisors and their teams. This role is centered on enhancing client onboarding experiences.
As an Administrative Support Assistant, you will facilitate new client onboarding through digital platforms and diligently manage documentation. Your role will encompass processing client inquiries, account requests, and resolving issues efficiently by escalating to Advisors when needed. Strong organizational skills will be a key asset.
Key Responsibilities: • Facilitate onboarding of new clients through digital accounts • Accurately process deposits, transfers,
and withdrawals • Respond to client requests and inquiries efficiently • Ensure prompt escalation of unresolved issues to Advisors • Deliver exceptional administrative support to the Advisor team
Requirements: • Experience in the securities industry is beneficial • Must have strong verbal and written communication skills • Excellent organizational and time management capabilities • Ability to work independently and take initiative • Commitment to providing professional client service is essential
Become part of ScotiaMcLeod's agile team to strengthen client relationships through skilled administrative support. #J-18808-Ljbffr
📌 ScotiaMcLeod Administrative Support Assistant (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg