ScotiaMcLeod Administrative Support Assistant - Calgary (12 Month Contract)

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

Job summary

An established industry player is seeking an Administrative Support Assistant to join their dynamic team. This role offers the chance to provide essential administrative support to advisors, ensuring smooth onboarding of new client relationships and efficient processing of client requests. You will thrive in a collaborative environment that values diversity and inclusion, while having access to learning and development opportunities to enhance your skills. If you are detail-oriented and possess exceptional client service skills, this is an exciting opportunity to make a meaningful impact in the financial services sector.

Benefits

Diversity and inclusion commitment

Learning and Development programs

Collaborative team environment

Impactful community involvement

Qualifications

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

Responsibilities

• Onboard new client relationships and process account requests.
• Respond to client inquiries and escalate issues as needed.

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

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. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

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
In the role you will:

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 escalate, as required

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

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. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
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

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.