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ScotiaMcLeod Branch Operations Assistant/Scotia Wealth Management Receptionist - Halifax

Scotiabank

Halifax

On-site

CAD 35,000 - 55,000

Full time

6 days ago
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Job summary

Eine etablierte Bank sucht einen Empfangsmitarbeiter/Branch Operations Assistant, der als erste Anlaufstelle für Kunden fungiert. In dieser Rolle sind Sie verantwortlich für die Begrüßung und Anleitung von Kunden, die Verwaltung von Besprechungsräumen und die Bearbeitung von Dokumenten. Das Unternehmen fördert eine inklusive und kreative Arbeitsumgebung, in der Sie Ihre Fähigkeiten weiterentwickeln und einen positiven Einfluss auf die Gemeinschaft ausüben können. Wenn Sie leidenschaftlich daran interessiert sind, Kundenbeziehungen zu vertiefen und Teil eines innovativen Teams zu sein, ist dies die perfekte Gelegenheit für Sie.

Benefits

Zugang zu Scotia Academy für Schulungen
Vielfältige und inklusive Arbeitsumgebung
Möglichkeiten zur persönlichen Entwicklung
Engagement für die Gemeinschaft

Qualifications

  • Starke Kundenservicefähigkeiten und Erfahrung in der Finanzbranche.
  • Fähigkeit, mehrere Prioritäten zu managen und stark organisiert zu sein.

Responsibilities

  • Erster Ansprechpartner für Kunden, der einen positiven ersten Eindruck hinterlässt.
  • Koordination der internen Kommunikation und Organisation von Ablagesystemen.

Skills

Kundenservicefähigkeiten
Erfahrung in der Finanzbranche
Organisationstalent
Schriftliche und mündliche Kommunikationsfähigkeiten

Job description

Requisition ID: 224170

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 to 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:

  • Superior customer service skills
  • Financial Industry experience
  • Strong organization 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. 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

Location(s): Canada : Nova Scotia : Halifax

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.

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