Branch Operations & Client Services Associate

Scotia Wealth Management; Montreal (administrative region); On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Pension plan

Employee ownership

Scotia Academy access

Inclusive culture

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking a Branch Operations Assistant in Montreal to provide operations and administrative support to the Branch Management Team and the Advisor teams.

You will manage daily administrative operations, client account activities, and help implement procedures to ensure compliance with corporate policies and industry regulations.

Qualifications

• Strong customer service and communication skills.
• Experience in financial services or banking environment.
• Ability to manage multiple priorities and stay organized.

Responsibilities

• Be instrumental in managing the daily administrative operations of the branch.
• Manage client account activities and ensure compliance with standards.
• Assist with implementing procedures to ensure compliance with corporate policies and regulations.

Skills

Superior customer service

Financial Industry experience

Strong organization

Written and verbal communication

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking a Branch Operations Assistant in Montreal to provide operations and administrative support to the Branch Management Team and the Advisor teams.

You will manage daily administrative operations, client account activities, and help implement procedures to ensure compliance with corporate policies and industry regulations.