Join Scotiabank as a Regional Administrative Specialist focused on supporting Financial Advisors and enhancing client satisfaction. This role is pivotal in delivering top-tier administrative excellence. In the role of Regional Administrative Specialist, you will be instrumental in providing comprehensive administrative support to a team of financial professionals. Accurately prepare documentation, manage our client contact database, and ensure prompt follow-up on all inquiries. Participation in compliance tasks and handling interactions with clients will enhance your impact on our services. Key Responsibilities:
- Input transaction requests as directed by Advisors
- Maintain and update client contact information effectively
- Book and prepare necessary files for client meetings
- Process compliance-related documentation efficiently
- Liaise with third parties for tax document requests Requirements:
- Business diploma or equivalent experience
- Knowledge of financial regulations and products
- Proficient in Microsoft Office Suite
- Solid organizational and follow-through abilities
- Excellent communication skills for client interactions Bring your operational expertise and client-centered dedication to Scotiabank as a Regional Administrative Specialist. #J-18808-Ljbffr
📌 Regional Administrative Support Specialist (Montreal)
🏢 Scotiabank
📍 Montreal
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