Calgary Regional Administrative Specialist (Alberta)

Calgary Regional Administrative Specialist (Alberta)

03 Sep
|
Scotia Wealth Management
|
Alberta

03 Sep

Scotia Wealth Management

Alberta

Unlock your potential with Scotiabank as a Regional Administrative Specialist located in Calgary. Deliver administrative excellence to support Financial Advisors and enhance client experiences.

In this pivotal role, you will assist financial professionals by preparing client documentation and managing inquiries efficiently. A solid understanding of the financial services sector and robust organizational abilities are essential. Collaborate closely with Advisors and ensure accurate client database management to maintain service quality.

Key Responsibilities:
• Prepare client transaction requests and documents
• Ensure accuracy of the client contact database
• Organize files and prepare for client meetings
• Facilitate swift responses to client communications
• Execute compliance-related tasks efficiently

Requirements:
• College diploma in business, commerce, or equivalent
• Familiarity with financial regulations and products
• Proficient in Microsoft Office Suite
• Strong attention to detail and follow-through
• Excellent communication abilities

Join Scotiabank to contribute to a collaborative environment while enhancing your administrative skills in Calgary.
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📌 Calgary Regional Administrative Specialist (Alberta)
🏢 Scotia Wealth Management
📍 Alberta

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