Regional Administrative Specialist - Ottawa (226406)

Scotiabank Global Site; Ottawa; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading bank is seeking a Regional Administrative Specialist in Ottawa to provide crucial support to Financial Advisors. The role includes interfacing with clients, maintaining compliance, and managing documentation, requiring a strong background in financial services and excellent organizational skills.

Qualifications

• Strong verbal and written communication skills.
• Demonstrated knowledge of financial services industry.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide administrative and operational support to Financial Advisors.
• Maintain the accuracy of the client contact database.
• Prepare files and respond to time-sensitive requests during client meetings.

Skills

Client service

Organizational skills

Attention to detail

Communication

Initiative

Resourcefulness

Education

College diploma in business commerce or equivalent

Tools

Microsoft Office Suite

CRM2

Job description

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

As a Regional Administrative Specialist you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Is this role right for you In this role you will :

• Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers

Work with Advisors as well as a larger regional team of Administrators

Be responsible for maintaining the currency and accuracy of the client contact database ensuring all applicable information and notes are recorded correctly

Play an important role in booking and preparing files for client meetings responding to time-sensitive requests from Advisors during client meetings preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services

Maintain a follow-up system for inquiries and issues ensuring expeditious resolution based on MD specified service standards

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects as required

Ensure that monthly compliance-related tasks such as compliance reporting logs and following up on non-compliant paperwork are completed efficiently

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties including reception coverage when required

Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have :

• College diploma in business commerce or equivalent

Demonstrated knowledge of the financial services industry and rules regarding estates trusts RESPs RDSPs FHSAs RRSPs / RRIFs TFSAs non-registered investments and applicable tax-related issues

Proficiency with Microsoft Office Suite

Working knowledge of CRM2

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

A dedication to client service

Strong organizational skills

Strong attention to detail and follow-through skills

Excellent verbal and written communication skills

Initiative and are resourceful

An ability to work independently or effectively within a team

An ability to manage multiple priorities in a fast- paced environment

An ability to effectively manage change

A focus on achieving results

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Unclear Seniority

Key Skills

Employment Type : Full Time

Experience : years

Vacancy : 1

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Administrative Specialist • Ottawa, Ontario, Canada