06 Sep
|
Scotia Wealth Management
|
Winnipeg
06 Sep
Scotia Wealth Management
Winnipeg
Be a key player at Scotiabank as a Regional Administrative Specialist in Toronto, Ontario. Your role focuses on delivering exceptional administrative support to Financial Advisors, enhancing client satisfaction.
As part of a results-driven team, you will manage essential tasks including documentation prep, database accuracy, and compliance duties. Collaborating with Advisors, you will respond promptly to inquiries during client meetings and engage in special projects. Your expertise will ensure all client interactions meet Scotiabank's high service standards.
Key Responsibilities:
• Prepare and process client-related documentation • Ensure accuracy of client databases and records • Assist Advisors during client meetings with inquiries • Maintain compliance reporting and documentation • Perform general office duties when needed
Requirements: • Diploma in business or commerce required • Knowledge of financial products and regulations • Proficient in Microsoft Office Suite • Robust organizational and detail-oriented skills • Excellent verbal and written communication
Contribute your administrative talents and knowledge of financial services at Scotiabank to drive success in client relationships. #J-18808-Ljbffr
📌 Toronto Regional Administrative Support Role (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg