Elevate your career with Scotiabank as a Regional Administrative Specialist in Calgary. Provide essential support to Financial Advisors and Portfolio Managers while ensuring top-notch client service.
As a key member of Scotiabank’s team, you will deliver administrative and operational backing to enhance client experiences. This role requires strong knowledge of financial services, proficiency in Microsoft Office, and attention to detail. Engage with Advisors and a regional team, maintaining client contact accuracy and preparing essential documentation for meetings.
Key Responsibilities:
• Prepare and process client documentation and transaction requests
• Maintain accuracy of client contact databases
• Book and prepare files for client meetings




• Respond swiftly to inquiries from clients
• Ensure compliance-related tasks are completed efficiently
Requirements:
• College diploma in business, commerce, or equivalent
• Knowledge of financial services and related tax issues
• Proficiency in Microsoft Office Suite
• Excellent communication and organizational skills
• Client service dedication
Join Scotiabank to foster strong client relationships and support financial solutions in Calgary's vibrant setting.
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📌 Regional Administrative Specialist in Calgary
🏢 Scotia Wealth Management
📍 Calgary