Regional Admin & Client Services Specialist

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

Job summary

Scotiabank in Toronto seeks a Regional Administrative Specialist to support Financial Advisors and Portfolio Managers in delivering high standard service to MD clients.

You will handle client documentation, input transaction requests, maintain the contact database, and prepare materials for meetings while responding promptly to inquiries and ensuring compliance with service standards.

Qualifications

• College diploma in business, commerce or equivalent.
• Knowledge of the financial services industry and related regulatory issues.
• Proficiency with Microsoft Office Suite.
• Working knowledge of CRM2.
• CSC & CPH are considered assets.

Responsibilities

• Prepare and process client documentation and input transaction requests as directed.
• Coordinate with Advisors and regional Administrators.
• Maintain client contact database accuracy and currency.
• Prepare files for client meetings and respond promptly to inquiries.
• Follow up on inquiries and resolve issues per service standards.
• Support and participate in special projects as required.
• Liaise with Accountants and third parties to provide tax documents or statements.
• Perform general office duties including reception coverage.

Skills

Client service

Organizational skills

Attention to detail

Verbal & written communication

Microsoft Office

CRM2 knowledge

CSC & CPH assets

Education

College diploma in business/commerce

Job description

Scotiabank in Toronto seeks a Regional Administrative Specialist to support Financial Advisors and Portfolio Managers in delivering high standard service to MD clients.

You will handle client documentation, input transaction requests, maintain the contact database, and prepare materials for meetings while responding promptly to inquiries and ensuring compliance with service standards.