- Support in onboarding new client relationships via digital account opening and documentation management
- Handle client requests, account transfers, deposits, withdrawals, payments, tax receipts, and account reporting
- Address client inquiries promptly and escalate when necessary
- Prior experience in the securities industry
- Strong verbal and written communication abilities
- Excellent organizational skills
- Initiative-taking, independent work approach, and ability to meet deadlines
- Keen attention to detail and effective time management
- Outstanding client service qualities
- Opportunity to be part of a forward-thinking organization alongside a team of creative thinkers
- Commitment to creating a positive impact in our communities for both employees and clients
- Inclusive work environment that fosters innovation, curiosity, and celebrates achievements
- Access to Scotia Academy for continuous learning and skills enhancement
- Career development support – the role includes completion of the Canadian Securities Course (CSC) within a 15-month timeframe
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ScotiaMcLeod Administrative Assistant - London, Canada - Scotiabank
Description
As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod is well-known for its integrity, service excellence, and trusted investment advice. The advisors at ScotiaMcLeod are dedicated to finding new ways to protect and grow their clients' assets.
Job Title: Administrative Assistant at ScotiaMcLeod
When you become part of the ScotiaMcLeod team, you'll have the opportunity to apply Enriched Thinking, a distinctive approach that combines your client's perspective with ours to achieve results. Working alongside a group of experts, you'll offer a client-focused wealth management strategy that takes into account all aspects of your client's life, family, and business. With a specialization in total wealth planning and the support of wealth specialists, you'll help clients not only see the big picture but also the finer details.
Brief Introduction
As an Administrative Assistant, your main responsibility will be to provide administrative assistance to one or more Advisors and their teams.
Is This Role Right For You?
In this position, you will:
Do You Have the Skills?
To excel in this role, we are looking for individuals with:
What's In It For You?