Scotiamcleod Administrative Support Assistant Calgary

Scotiamcleod Administrative Support Assistant Calgary

27 Aug
|
Scotia Wealth Management
|
Calgary

27 Aug

Scotia Wealth Management

Calgary

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. Robust organizational skills will be a key asset. Key Responsibilities:
Facilitate onboarding of current 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 solid 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 dynamic team to strengthen client relationships through skilled administrative support.

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

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