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    ScotiaMcLeod Administrative Support Assistant - Oakville, Canada - Scotiabank

    Scotiabank
    Scotiabank Oakville, Canada

    1 week ago

    Scotiabank background
    Description

    Is this role right for you?

    In this role you will:

    1. Ensure a high level of non-trade client service by:

  • Acting as receptionist by answering phones and greeting clients
  • Arranging client meetings including venues, preparing printed materials and handling schedule changes
  • Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
  • Following up on client meetings and entering notes in contact management system
  • Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
  • Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

    • 2. Provide administrative support by:

  • Processing client account documentation
  • Assisting in writing and processing clients'/prospects letters and proposals
  • Ordering marketing materials
  • Maintaining client files and information on the appropriate systems
  • Opening new accounts and processing new account documentation
  • Processing account transfer documentation and follow up to ensure receipt
  • Following up on outstanding documentation for restricted accounts
  • Ensuring all client interaction is accurately documented
  • Gathering deferred sales charge (DSC) information
  • Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
  • Following up with clients on missing documentation required as per the industry regulatory requirements

    • 3. Contribute to the effective functioning of the branch team by:

  • Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

    • Do you have the skills? We'd love to work with you if you have:

  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems: Word, Excel and PowerPoint
  • Secondary education

    • What's in it for you

    At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • An organization committed to making a difference in our communities– for you and our clients.
  • An inclusive working environment that encourages creativity, curiosity and celebrates success.
  • Learning and Development – free access to Scotia Academy to upskill and develop your skills
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