Regional Administrative Specialist Ottawa - Scotiabank

Scotiabank

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 174404

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Regional Administration Specialist is responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers in maintaining high standards for all clients.

Duties & Responsibilities:
(What you will do)

Service Support:

Provide service support to Financial Consultants and Portfolio Managers
Process documentation requests and input transaction requests as required as directed by advisors
Partner with Financial Consultants and Portfolio Managers in booking client meetings, as required
Respond effectively to all inquiries from current and prospective clients concerning MD products and services
Respond to last minute requests from advisor during client meetings

Administrative Support:

Maintain a followup system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter
Provide support and participate in the research & resolution of client issues
Complete File Preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings
Prepare and process new account documentation as required

Operational Support:

Update database for all client contact, ensuring that all client information and notes are recorded correctly
Maintain monthly compliance related tasks as required
Liaise with accountants and third parties, as required
Prepare business correspondence to clients and third parties
Participate in projects as required
Provide Reception coverage
General office duties as required

Education & Experience:
(What you need)

Community college diploma in Business Administration or equivalent
Understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and nonregistered investments and applicable taxrelated issues
2 years' experience in the Financial Services industry
Working knowledge of CRM2

Competency Requirements:
(What you bring)

Dedication to client service
Strong organizational stills
Strong attention to detail and followthrough skills
Excellent verbal and written communication skills
Demonstrated proactivity and initiative
Ability to work independently
Strong team player
Ability to manage multiple priorities in a fastpaced environment
Ability to effectively manage change
Resultsoriented

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.