Wealth Management Administrative Assistant (Ontario)

Wealth Management Administrative Assistant (Ontario)

02 Nov
|
Scotiabank
|
Ontario

02 Nov

Scotiabank

Ontario

Support Advisors and their teams in London, Ontario, using securities experience and strong client-service skills. Manage digital account opening and documentation administration.
As an Administrative Support Assistant at Scotiabank, you will provide administrative support within wealth management. You will onboard client relationships, process account activity, and respond to inquiries. Success requires organization, communication, initiative, and meticulous attention to detail.
Key Responsibilities: Onboard client relationships through digital account opening
Administer documentation for newly established client relationships
Process transfers, deposits, withdrawals, and payments
Handle tax receipt and account reporting requests
Respond to inquiries and escalate issues to Advisors
Requirements: Experience in the securities industry
Excellent verbal and written communication skills
Robust organizational skills and time management
Ability to work independently and meet deadlines
Meticulous attention to detail and client service skills
Bring securities knowledge, organized administration, and responsive client service to Scotiabank’s Advisor teams in London, Ontario.

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📌 Wealth Management Administrative Assistant (Ontario)
🏢 Scotiabank
📍 Ontario

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