Scotiamcleod Administrative Assistant - Halifax, Canada - Scotiabank

Scotiabank
Scotiabank
Verified Company
Halifax, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description
Requisition ID: 182817


As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.

Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.


When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.

You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business.

With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.


As the Administrative Assistant role you will provide administrative support to one or more Advisors and their teams within ScotiaMcLeod.


Is this role for you? In this role you will:

  • Arrange client meetings including preparing materials and scheduling
  • Respond to client inquiries & requests
  • Process client account documentation
  • Maintain client files and assist in writing letters and proposals
  • Build effective working relationship across the team and with various business contacts

Do you have the required skills to excel in this role? 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
Location(s): Canada : Nova Scotia : Halifax

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.
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