19 Sep
|
Scotia Wealth Management
|
Canada
19 Sep
Scotia Wealth Management
Canada
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 (Canada)
🏢 Scotia Wealth Management
📍 Canada