Elevate your career with Scotiabank as a Regional Administrative Specialist. Provide vital support to Financial Advisors while fostering client relationships in a collaborative environment. In this role, you'll assist in administrative and operational tasks for Financial Advisors and Portfolio Managers. Your expertise will contribute to maintaining first-class service standards for MD clients.
Key responsibilities include managing client documentation, ensuring database accuracy, and supporting client meeting preparations. Key Responsibilities:
- Champion a customer-focused culture and deepen client relationships
- Prepare and process client documentation accurately
- Maintain currency of client contact database information
- Support Advisors during client meetings and urgent requests
- Complete monthly compliance-related tasks efficiently Requirements:
- College diploma in business or commerce
- Solid knowledge of financial services industry regulations
- Proficiency in Microsoft Office Suite and CRM2
- Excellent organizational and communication skills
- Ability to manage multiple priorities independently Be a key player in enhancing client experiences through outstanding administrative support at Scotiabank.
📌 Scotiabank Regional Administrative Specialist (Montreal)
🏢 Scotiabank
📍 Montreal
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.