Regional Coordinator 6 Months

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

Job summary

A leading bank in the Americas seeks a Regional Administrative Specialist in Victoria, BC. In this role, you'll support Financial Advisors by managing client documentation, maintaining databases, and ensuring compliance standards while fostering a client-focused environment. Ideal candidates possess a college diploma and knowledge of the financial industry.

Qualifications

• College diploma in business, commerce or equivalent required.
• Demonstrated knowledge of financial services industry and related topics.
• Experience with Canadian Securities Course and Conduct and Practice Handbook is a plus.

Responsibilities

• Prepare and process client documentation and transaction requests.
• Maintain accuracy of client contact database and respond to inquiries.
• Support research and resolution of client concerns.

Skills

Organizational skills

Attention to detail

Client service

Verbal communication

Written communication

Education

College diploma in business or commerce

Tools

Microsoft Office Suite

CRM2

Job description

Requisition ID: #

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? – We’d 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



Location(s): Canada : British Columbia : Victoria

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 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.