ScotiaMcLeod Branch Operations Assistant - Rosedale

Scotiabank; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Branch Operations Assistant in Toronto. This role involves providing operational and administrative support to the branch management and assist with compliance and account activities. The ideal candidate will have strong organizational skills and experience in the financial industry. Join a collaborative team committed to diversity and inclusion while making a positive impact in the community.

Benefits

Learning and Development opportunities

Inclusive and diverse work environment

Collaborative team culture

Qualifications

• Experience in the financial industry preferred.
• Ability to manage multiple priorities effectively.
• Excellent communication skills, both written and verbal.
• Familiarity with Microsoft office products.

Responsibilities

• Manage daily administrative operations of the branch.
• Ensure compliance standards are met for client account activities.
• Assist with the implementation of corporate policies.
• Act as the first point of contact for clients.
• Process cheques and documentation from clients.
• Maintain overall branch efficiency.

Skills

Financial Industry experience

Strong organization

Strong written and oral communication skills

Knowledge of Microsoft Systems

Job description

Overview

Title: ScotiaMcLeod Branch Operations Assistant - Rosedale

Requisition ID: 237007

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 Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams.

Responsibilities

• Be instrumental in management of the daily administrative operations of the branch
• Manage client account activities and ensuring compliance standards are met
• Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations
• Act as first point of contact for clients arriving at the branch
• Process cheques and documentation received by clients
• Complete all non online account management and shareholder communication
• Maintain branch efficiency

Qualifications

We would love to work with you if you have:

• Financial Industry experience preferred
• Strong organization with the ability to manage multiple priorities
• Strong written and oral communication skills
• Knowledge of Microsoft Systems

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.
• You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
• 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

#SWM #LI-Onsite #LI-HA1

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 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.