Regional Administrative Specialist - Elevate Client Service

Scotiabank; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver high-quality service to clients in a fast-paced environment.

Qualifications

• Demonstrated knowledge of the financial services industry and rules regarding estates and trusts.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets.

Responsibilities

• Prepare and process client documentation and transaction requests as directed.
• Maintain the currency and accuracy of the client contact database.
• Book and prepare files for client meetings.
• Respond to time-sensitive requests during client meetings.
• Manage compliance-related tasks and reporting logs.
• Liaise with Accountants to provide tax documents.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Excellent verbal communication

Excellent written communication

Resourcefulness

Ability to manage multiple priorities

Initiative

Education

College diploma in business or commerce

Tools

Microsoft Office Suite

CRM2

Job description

A leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver high-quality service to clients in a fast-paced environment.