Regional Administrative Specialist, Financial Services

Scotiabank; Calgary; On-site; CAD 52,000 - 75,000; Full time

Benefits offered by this job

Performance bonus

Employee Share Ownership Program

Pension plan matching

Banking benefits

Health benefits from day one

Job summary

Scotiabank is seeking a Regional Administrative Specialist in Calgary to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high standards of service for MD clients. You will manage client documentation, maintain the contact database, and assist with meetings, inquiries, and compliance tasks.

The role emphasizes strong organization, attention to detail, and excellent communication.

Qualifications

• College diploma in business, commerce or equivalent.
• Proficiency with Microsoft Office Suite.
• Working knowledge of CRM2.
• Excellent client service mindset and communication skills.
• Strong organizational and follow-through abilities.

Responsibilities

• Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.
• Maintain currency and accuracy of client contact database with proper notes.
• Book and prepare files for client meetings and respond quickly to inquiries.
• Maintain a follow-up system for inquiries and issues per service standards.
• Assist in research and resolution of client concerns and participate in special projects as needed.
• Complete monthly compliance tasks such as logs and follow-ups on non-compliant paperwork.
• Coordinate with Accountants and third parties to provide tax documents as requested.
• Perform general office duties including reception coverage when required.

Skills

Client service

Organizational skills

Attention to detail

Communication skills

Time management

Team collaboration

Verbal and written communication

Education

College diploma (business/commerce)

CSC & CPH assets

Tools

Microsoft Office Suite

CRM2

Job description

Scotiabank is seeking a Regional Administrative Specialist in Calgary to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high standards of service for MD clients. You will manage client documentation, maintain the contact database, and assist with meetings, inquiries, and compliance tasks.

The role emphasizes strong organization, attention to detail, and excellent communication.