ScotiaMcLeod Administrative Support Assistant - Calgary (12 Month Contract)

Scotiabank; Calgary; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as an Administrative Support Assistant, where you will play a vital role in supporting Advisors and enhancing client relationships. This position involves onboarding new clients, processing account transactions, and addressing client inquiries. You will thrive in a collaborative environment that values diversity, creativity, and professional growth. With a commitment to employee development, you will have access to resources like Scotia Academy to enhance your skills. If you are detail-oriented, proactive, and passionate about client service, this is the perfect opportunity for you.

Benefits

Diversity and inclusion commitment

Learning and Development opportunities

Collaborative team environment

Access to Scotia Academy

Qualifications

• Strong communication and organizational skills are essential for this role.
• Experience in the securities industry is preferred.

Responsibilities

• Provide administrative support to Advisors and their teams.
• Process client requests and manage documentation.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Job description

Title: ScotiaMcLeod Administrative Support Assistant - Calgary (12 Month Contract)

Requisition ID: 222504

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.

IS THIS ROLE RIGHT FOR YOU

1. Be responsible for onboarding new client relationships through digital account opening and documentation administration
2. Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
3. Respond to client inquiries and issues in a timely manner and escalating, as required

DO YOU HAVE THE SKILLS

1. Experience in the securities industry
2. Excellent verbal and written communication
3. Strong organizational skills
4. Ability to take initiative, work independently and meet deadlines
5. Meticulous attention to detail and excellent time management skills
6. Exceptional client service skills

WHAT’S IN IT FOR YOU

1. At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities.
2. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
3. An organization committed to making a difference in our communities– for you and our clients.
4. An inclusive working environment that encourages creativity, curiosity and celebrates success.
5. Learning and Development – free access to Scotia Academy to upskill and develop your skills

This position is approximately a 12 month contract with full time hours

Location(s): Canada : Alberta : Calgary