Scotiamcleod Branch Operations Assistant - Whitby, Canada - Scotiabank

Scotiabank

Verified Company

Whitby, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 165912

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.

Purpose of Job:

The Branch Operations Assistant's primary focus is to provide branch support to Management, Advisors and Associates and to act as the first point of contact for clients arriving at the branch.

Major Accountabilities:

1.

Ensure a high level of client service by:

Acting as receptionist
Answering branch phones lines and relaying messages
Greeting clients as they arrive
Booking external and internal meetings
Ordering catering as required
Ensuring branch lists are kept current

2.

Manage all banking functions by:

Receiving cheques and certificates from clients
Issuing receipt to client
Posting cheque and certificate deposits to client accounts
Submitting certificates to Head Office
Depositing cheques at the local Scotiabank branch
Maintaining a complete understanding of compliance regulations regarding banking
Ensuring post date cheques are recorded and processed in a timely manner

3.

Manage all non-trade functions by:

Ensuring trade corrections and trailers are entered in a timely manner consistent with regulatory regulation
Entering all New Issues tickets
Following up on outstanding New Issue tickets and escalating to management as required

4.

Manage all name and address functions by:

Completing all non online account management (OAM) functions including address changes and shareholder communication information
Collecting and distributing account documentation from Advisors to Name and Address department in Head Office as required
Managing account closures by ensuring accounts have no cash or security balances

5.

Manage the efficiency of Branch Operations by:

Maintaining the branch mail system by ensuring mail is opened in a secure area and is distributed in a timely manner
Maintaining the branch postage machine
Ensuring interoffice mail is collected and forwarded to Head Office
Ensuring all courier packages are picked up and delivered and are billed appropriately
Maintaining records on all prospectus distribution
Printing and distributing reports in a timely and efficient manner
Ensuring cost effective ordering of branch supplies
Maintaining the Branch House accounts

6.

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

Education/Work Experience/Designations

Excellent written and verbal communication skills
Strong organizational skills
Knowledge of Microsoft systems: Word, Excel and Powerpoint
Banking background preferred
Secondary education

Location(s): Canada : Ontario : Whitby

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.