Regional Admin Specialist — Client Service & Ops

Scotiabank; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Regional Administrative Specialist in Toronto. The role involves providing administrative support to financial advisors, ensuring accuracy in client databases and documentation, and requiring strong organizational and communication skills. The ideal candidate has a college diploma, knowledge of financial services, and proficiency in Microsoft Office. This role promotes inclusivity and values diverse experiences.

Qualifications

• Demonstrated knowledge of financial services industry and related rules.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are assets.

Responsibilities

• Prepare and process client documentation and transaction requests.
• Maintain the accuracy of the client contact database.
• Book and prepare files for client meetings efficiently.
• Liaise with Accountants and provide tax documents as required.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Excellent verbal communication

Excellent written communication

Resourcefulness

Ability to manage multiple priorities

Education

College diploma in business or commerce

Tools

Microsoft Office Suite

CRM2

Job description

A leading bank in the Americas is seeking a Regional Administrative Specialist in Toronto. The role involves providing administrative support to financial advisors, ensuring accuracy in client databases and documentation, and requiring strong organizational and communication skills. The ideal candidate has a college diploma, knowledge of financial services, and proficiency in Microsoft Office. This role promotes inclusivity and values diverse experiences.