Join Scotiabank’s winning team as an Administrative Specialist in Calgary, delivering critical support to Financial Advisors. Enhance client satisfaction with your operational expertise.
This Regional Administrative Specialist role involves direct collaboration with Advisors and a larger administrative team. You will manage a client contact database, prepare essential documents, and play a pivotal role in client meetings. Proficiency in Microsoft Office and robust attention to detail are key to succeeding in this position.
Key Responsibilities:
• Process and prepare documentation for clients
• Maintain current client contact information
• Assist in organizing files for meetings
• Address client inquiries promptly and efficiently
• Complete compliance tasks timely
Requirements:
• College diploma in business or related field
• Understanding of financial services industry
• Proficient in Microsoft Office applications
• Strong verbal and written communication
• Excellent organizational skills
Support Scotiabank's commitment to exceptional client service and grow your administrative career in Calgary.
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📌 Administrative Support Role at Scotiabank (Calgary)
🏢 Scotia Wealth Management
📍 Calgary