IIA Branch Operations Assistant / Receptionist

Scotiabank; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Branch Operations Assistant/Receptionist in Toronto. You will manage administrative support for the branch, ensure compliance with corporate policies, and assist clients as the first point of contact. Ideal candidates are bilingual in Spanish and English, possess strong organizational skills, and have financial industry experience. This role offers a diverse and inclusive environment with opportunities for personal growth.

Benefits

Inclusive and diverse work environment

Access to learning and development resources

Supportive team culture

Qualifications

• Experience in the financial industry is preferred.
• Ability to manage multiple priorities effectively.
• Excellent communication skills in both Spanish and English.

Responsibilities

• Manage daily administrative operations of the branch.
• Ensure compliance standards for client account activities are met.
• Act as the first point of contact for clients.

Skills

Financial Industry experience

Strong organization

Strong written and oral communication skills

Knowledge of Microsoft Systems

Fluently bilingual in Spanish & English

Job description

IIA Branch Operations Assistant / Receptionist

Requisition ID: 241939

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.

BRIEF INTRODUCTION

As a Branch Operations Assistant/Receptionist you will provide operations and administrative support to the Branch Management Team and the Advisor teams.

IS THIS ROLE RIGHT FOR YOU

• Be instrumental in management of the daily administrative operations of the branch
• Manage client account activities and ensuring compliance standards are met
• Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations
• Act as first point of contact for clients arriving at the branch
• Process cheques and documentation received by clients
• Complete all non online account management and shareholder communication
• Maintain branch efficiency

DO YOU HAVE THE SKILLS

• Financial Industry experience preferred
• Strong organization with the ability to manage multiple priorities
• Strong written and oral communication skills
• Knowledge of Microsoft Systems
• Fluently bilingual in Spanish & English

WHAT'S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• You will join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture.
• The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#SWM

Location(s): Canada : Ontario : Toronto

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.