Join Scotiabank as a Client Administration Specialist, where your organizational skills can shine.

Support Financial

Advisors in enhancing client service through meticulous documentation handling. As a specialist in this role, your main focus will be on administrative and operational tasks that uphold high-quality service for MD clients. You will collaborate with a regional team, manage client documents, and prepare for key client meetings to ensure smooth operations. Key Responsibilities:

- Champion a culture of client-focused service across teams
- Process transaction requests and maintain documentation accuracy
- Prepare files and respond to urgent Advisor inquiries
- Keep client contact information current and accessible
- Assist in compliance and tax documentation needs Requirements:
- College diploma in business, commerce, or equivalent experience
- Proficiency with financial services regulations and tools
- Strong Microsoft Office skills and CRM2 knowledge
- Excellent communication skills, both verbal and written
- Effective at juggling multiple tasks in a fast-paced setting Support Scotiabank’s mission by delivering exceptional client service through accurate administrative support.

📌 Scotiabank Client Administration Specialist (Montreal)
🏢 Scotiabank
📍 Montreal