17 Sep
|
Scotia Wealth Management
|
Montreal
17 Sep
Scotia Wealth Management
Montreal
Elevate your career as a Regional Administrative Specialist with Scotiabank in Laval, Quebec. Provide vital support to Financial Advisors and enhance client relations through administrative excellence. As a key member of the administrative team, you will assist Financial Advisors and Portfolio Managers in delivering exceptional service to MD clients.
Your role involves preparing client documentation, managing data, and facilitating meetings. With a commitment to client focus, you will ensure accuracy and maintain a proactive approach in handling inquiries and compliance tasks. Key Responsibilities:
- Champion customer-focused culture with clients
- Prepare and process client documentation promptly
- Maintain accurate client contact database
- Support Advisors in meeting preparations and inquiries
- Conduct compliance-related tasks successfully Requirements:
- College diploma in business or commerce
- Knowledge of financial services and tax issues
- Proficiency in Microsoft Office Suite
- Solid organizational and communication skills
- Ability to manage multiple priorities efficiently Drive operational excellence by enhancing client interactions and positively impacting service delivery at Scotiabank.
📌 Administrative Specialist at Scotiabank (Montreal)
🏢 Scotia Wealth Management
📍 Montreal