Regional Administrative Specialist - Client Service & Operations

Scotiabank Global Site; Calgary; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading bank in the Americas is seeking a Regional Administrative Specialist in Calgary, Alberta. This role focuses on providing high-quality administrative support to Financial Advisors and Portfolio Managers while ensuring excellent client service. The ideal candidate will have a college diploma in business commerce, strong organizational skills, and a commitment to client care. This is a full-time position with one vacancy available.

Qualifications

• Demonstrated knowledge of the financial services industry and rules regarding financial products.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets.
• Ability to work independently and within a team.

Responsibilities

• Provide administrative support to Financial Advisors and Portfolio Managers.
• Prepare client documentation and process transaction requests.
• Maintain accuracy of client contact database.
• Book and prepare files for client meetings.

Skills

Client service dedication

Organizational skills

Attention to detail

Verbal communication

Written communication

Resourcefulness

Ability to manage multiple priorities

Education

College diploma in business commerce or equivalent

Tools

Microsoft Office Suite

CRM2

Job description

A leading bank in the Americas is seeking a Regional Administrative Specialist in Calgary, Alberta. This role focuses on providing high-quality administrative support to Financial Advisors and Portfolio Managers while ensuring excellent client service. The ideal candidate will have a college diploma in business commerce, strong organizational skills, and a commitment to client care. This is a full-time position with one vacancy available.