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
• Robust 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.
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📌 Regional Administrative Support Specialist (Montreal)
🏢 Scotiabank
📍 Montreal
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