ScotiaMcLeod Administrative Support Assistant - Vancouver

Scotiabank; Vancouver; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading financial institution in Canada is seeking an Administrative Support Assistant to provide crucial support to Advisors and their teams. This role involves onboarding new clients, processing requests, and ensuring timely responses to inquiries. Candidates should have experience in the securities industry and strong communication and organizational skills. Join a collaborative team that values diversity and inclusion.

Benefits

Commitment to diversity and inclusion

Access to learning and development programs

Collaborative team environment

Qualifications

• Experience in the securities industry is preferred.
• Ability to work independently and meet deadlines.
• Excellent time management skills.

Responsibilities

• Provide administrative support to Advisors and their teams.
• Onboard new client relationships through digital account opening.
• Respond to client inquiries promptly.

Skills

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Job description

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.

Job Overview

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

Responsibilities

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

Requirements

We would love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

What’s in it for You

• 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.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients .
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

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.