21 Sep
|
Scotiabank
|
Montreal
21 Sep
Scotiabank
Montreal
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
Solid Microsoft Office skills and CRM2 knowledge
Excellent communication skills, both verbal and written
Effective at juggling multiple tasks in a quick-paced setting Support Scotiabank’s mission by delivering exceptional client service through accurate administrative support.
📌 Scotiabank Client Administration Specialist Montreal
🏢 Scotiabank
📍 Montreal