Join Scotiabank in Toronto as a Regional Administrative Specialist, where your skills will directly enhance client experiences for Financial Advisors. Provide comprehensive administrative support and ensure operational efficiency.
In this role, you will assist both Advisors and a broader regional team by managing client documentation and maintaining databases. Your focus on detail and quick responses during client interactions will foster a high standard of service. Engage with financial documents and collaborate on compliance reporting to support MD clients optimally.
Key Responsibilities:
• Process and prepare documentation for client transactions
• Manage database accuracy and client information
• Prepare files and support during client meetings
• Conduct compliance tasks and follow-up systems
• Liaise with Accountants for tax documentation
Requirements:
• Business or commerce diploma required
• Familiarity with financial services regulations
• Robust proficiency in Microsoft Office
• Excellent communication skillset
• Ability to prioritize tasks effectively
Apply your organizational and communication strengths at Scotiabank to make a difference in client support.
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📌 Regional Admin Support Specialist - Toronto (Ontario)
🏢 Scotia Wealth Management
📍 Ontario
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