Administrative Support Specialist – Wealth Advisory Team

Scotiabank

Saskatoon

On-site

CAD 42,000 - 56,000

Full time

4 days ago
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Benefits offered by this job

Competitive compensation
Annual incentive plans
Pension Plan
Employee Share Ownership Plan
Employee banking rates
Scotia Academy access

Job summary

Scotiabank Saskatoon is seeking an Administrative Support Assistant to provide administrative support to Advisors and teams, including onboarding new client relationships through digital account opening and documentation administration. You will process client requests, account transfers, deposits, withdrawals and payments, respond to inquiries, and escalate to the Advisor as needed.

The role emphasizes time management, accuracy, and exceptional client service in a fast-paced wealth management

Qualifications

  • Experience in the securities industry is required.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and time management abilities.
  • Ability to take initiative and meet deadlines.
  • Meticulous attention to detail.
  • Professional and respectful client service.

Responsibilities

  • Be responsible for onboarding new client relationships through digital account opening and documentation administration.
  • Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting.
  • Respond to client inquiries and issues in a timely manner, escalating to Advisor when needed.

Skills

Experience in the securities industry
Verbal and written communication
Organizational skills
Initiative and independence
Attention to detail and time mgmt
Client service skills

Job description

Scotiabank Saskatoon is seeking an Administrative Support Assistant to provide administrative support to Advisors and teams, including onboarding new client relationships through digital account opening and documentation administration. You will process client requests, account transfers, deposits, withdrawals and payments, respond to inquiries, and escalate to the Advisor as needed.

The role emphasizes time management, accuracy, and exceptional client service in a fast-paced wealth management

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