Become an Account Administration Expert at Scotiabank in Ottawa, Ontario, focused on delivering exceptional client service. This role involves providing vital administrative support to the investment team while overseeing account management.

Your responsibilities include handling client accounts, facilitating the transfer process, and ensuring all inquiries are resolved efficiently. With a strong foundation in administrative tasks, you will support MD Private Investment Counsel and MD Management Ltd, providing crucial services that enhance client experiences.

Key Responsibilities: • Manage client accounts with openings and maintenance duties • Facilitate and track transfer requests and inquiries • Provide proactive follow-up on all initiated transfers

Requirements: • University degree or College diploma with finance focus • Minimum 2 years of relevant administrative experience • Knowledge of CRM2; bilingual in French and English • Proven communication skills and solid attention to detail • Ability to manage processes and prioritize effectively

Contribute to the success of Scotiabank by ensuring client satisfaction and operational excellence. #J-18808-Ljbffr

📌 Scotiabank Account Administration Expert (Montreal)
🏢 Scotiabank
📍 Montreal