Temporary Regional Admin Specialist - Client Services

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

Job summary

A leading financial institution in Calgary is seeking a Regional Administrative Specialist to provide support to Financial Advisors. Responsibilities include preparing client documentation, maintaining databases, and ensuring compliance. The ideal candidate has a business diploma and strong organizational skills. This role offers a chance to contribute to client success within a collaborative team environment.

Qualifications

• Demonstrated knowledge of the financial services industry.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are assets.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Prepare and process client documentation.
• Maintain client contact database accuracy.
• Support the research and resolution of client concerns.

Skills

Client service dedication

Microsoft Office Suite proficiency

Strong organizational skills

Attention to detail

Excellent communication skills

Education

College diploma in business or commerce

Tools

CRM2

Job description

A leading financial institution in Calgary is seeking a Regional Administrative Specialist to provide support to Financial Advisors. Responsibilities include preparing client documentation, maintaining databases, and ensuring compliance. The ideal candidate has a business diploma and strong organizational skills. This role offers a chance to contribute to client success within a collaborative team environment.