ScotiaMcLeod Branch Operations Assistant - Toronto Plaza

Scotiabank; Old Toronto; On-site; CAD 30,000 - 60,000; Full time

Job summary

Join a forward-thinking organization as a Branch Operations Assistant where you will play a crucial role in supporting the branch management and advisor teams. In this dynamic position, you will manage daily operations, ensure compliance with corporate policies, and provide exceptional service to clients. This role offers the chance to work in a collaborative environment that values diversity and inclusion while empowering you to develop your skills. Make a meaningful impact on the futures of millions of customers while growing your career in a supportive culture that celebrates success and innovation.

Benefits

Diversity and inclusion initiatives

Learning and Development opportunities

Collaborative team environment

Commitment to community impact

Qualifications

• Experience in the financial industry is preferred.
• Strong organizational skills to manage multiple priorities.

Responsibilities

• Manage daily administrative operations of the branch.
• Ensure compliance standards are met for client account activities.
• Act as first point of contact for clients arriving at the branch.

Skills

Financial Industry experience

Strong organization

Communication skills

Knowledge of Microsoft Systems

Job description

Title: ScotiaMcLeod Branch Operations Assistant - Toronto Plaza

Requisition ID: 213680

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.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

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

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

1. Financial Industry experience preferred
2. Strong organization with the ability to manage multiple priorities
3. Strong written and oral communication skills
4. Knowledge of Microsoft Systems

WHATS 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. You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
3. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
4. An organization committed to making a difference in our communities– for you and our clients.
5. An inclusive working environment that encourages creativity, curiosity and celebrates success.
6. Learning and Development – free access to Scotia Academy to upskill and develop your skills.

Location(s): Canada : Ontario : Toronto

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. 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.