Support Advisors and client relationships at ScotiaMcLeod in Saskatoon through organized administration, account documentation, and responsive service. Work with wealth management teams supporting client needs.
As an Administrative Support Assistant, you will provide administrative support to one or more Advisors and their teams. Your work includes digital account opening, documentation administration, client requests, and account transfers. The position also involves deposits, withdrawals, payments, tax receipts, and account reporting, while escalating issues to an Advisor.
Key Responsibilities:
- Onboard new client relationships through digital account opening
- Administer client documentation for new 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
- Strong organizational skills and initiative
- Ability to work independently and meet deadlines
- Meticulous attention to detail and client service skills
Bring organized administration, securities experience, and qualified client service to ScotiaMcLeod’s Advisor teams in Saskatoon.
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📌 Administrative Support Assistant Saskatoon
🏢 Scotiabank
📍 Saskatoon
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