ScotiaMcLeod Branch Operations Assistant

Scotiabank; Toronto; On-site; CAD 45,000 - 55,000; Full time

Job summary

Join a leading bank as a Branch Operations Assistant where you'll be the first point of contact for clients. This role involves managing communications, organizing office operations, and ensuring a welcoming environment. You'll work in a collaborative team focused on client success and personal development opportunities.

Benefits

Diversity and inclusion commitment

Learning and Development access

Collaborative team environment

Opportunities to make an impact

Qualifications

• Experience in the financial industry is preferred.
• Ability to manage multiple priorities effectively.

Responsibilities

• Greet and direct clients as the first point of contact.
• Manage meeting rooms, correspondence, and office supplies.
• Champion a customer-focused culture to deepen client relationships.

Skills

Financial Industry experience

Strong organization skills

Strong written and oral communication skills

Job description

ScotiaMcLeod Branch Operations Assistant

Requisition ID: 225518

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 a Receptionist/Branch Operations Assistant, you will be in a highly visible role and the first point of contact for clients. You will contribute to the overall success of Scotia Wealth management’s multiple business lines and other Bank Partners, by greeting and directing clients; taking and relaying messages; and responding to and actioning client requests.

IS THIS ROLE RIGHT FOR YOU?

In the role you will:

• Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)
• Coordinate internal communication to staff
• Organize and maintain various filing systems and office supplies
• Manage and maintain meeting rooms schedule, incoming and outgoing correspondence, and communal kitchen
• Act as the liaison with the Helpdesk and the Branch Training and Support Team to ensure efficient resolution of all issues
• Process cheques and documentation received by clients
• Complete all non-online account management and shareholder communication
• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

DO YOU HAVE THE SKILLS?

We would love to work with you if you have:

• Financial Industry experience
• Strong organization skills with the ability to manage multiple priorities
• Strong written and oral communication 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. You can make an impact and help shape the futures of our 25 million customers.
• 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.

Location(s): Canada : Ontario : Toronto

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, 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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered. We thank all applicants for their interest; only those selected for an interview will be contacted.

About the company

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario.