Scotiamcleod Assistant Branch Administrator - Edmonton, Canada - Scotiabank

Scotiabank

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 168548

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:

The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies.

This position may also be required to act as back up to the Branch Systems Administrator.

Key Accountabilities:

1.

Assist in the management of branch support staff by:

Resolving escalated issues
Providing ongoing employee recognition
Acting as a resource to provide information, contacts and direction for questions and escalations

2.

Assist the Branch Management Team by:

Completing all administrative duties, including filing, storage and report distribution
Processing all expenses and following up on outstanding issues
Building spreadsheets and maintaining databases as necessary
Running or assisting management with New Issues
Compiling documentation regarding compliance issues
Coordinating and tracking daily and monthly supervision requests as directed by Branch Manager
Maintaining compliance spreadsheets (Insider and Control Block, etc)
Completing and submitting the Monthly Error Report
Maintaining the Branch Research Distribution System
Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
Administering the branch client account (house accounts)
Coordinating building facilities maintenance
Scheduling branch meetings, including external speakers
Assisting with interviews of support staff
Ensuring the quality and efficiency of branch operations
Onboarding of new experienced Advisors and their teams, by acting as a resource and liaison
Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA)

3.

Ensure a high level of client service as required by:

Gathering research & product information from internal and external sources
Entering client trades as directed by client or Advisor
Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts

Skils, Experience and Functional Competencies:

Industry experience a MUST; role initially is unlicensed but may turn into a licensed role down the road
Previous assistant/team experience preferred
Excellent written and verbal communication skills
Strong organizational skills
Ability to take initiative and work independently
Ability to meet deadlines
Ability to multi task

Knowledge of Microsoft systems:
Word, Excel and Powerpoint
Previous industry experience

Location(s): Canada : Alberta : Edmonton

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.