Wealth Advisory Admin Assistant | Onboarding & Client Support

Scotiabank; Calgary; On-site; CAD 38,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Pension plan

Employee share ownership plan

Employee banking rates

Time off entitlements

Job summary

Scotiabank in Calgary seeks an Administrative Support Assistant to provide administrative support to one or more Advisors and their teams, enabling efficient client service. You will handle onboarding of new client relationships through digital account opening, process client requests, transfers, deposits, and payments, and respond to inquiries with timely escalation when needed.

The role offers a collaborative, service-driven environment with opportunities in wealth management and banking

Qualifications

• Experience in the securities industry
• Strong organizational skills
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

Responsibilities

• Be responsible for onboarding new client relationships through digital account opening and documentation administration
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor

Skills

Experience in securities industry

Organizational skills

Take initiative

Independence

Time management

Client service

Job description

Scotiabank in Calgary seeks an Administrative Support Assistant to provide administrative support to one or more Advisors and their teams, enabling efficient client service. You will handle onboarding of new client relationships through digital account opening, process client requests, transfers, deposits, and payments, and respond to inquiries with timely escalation when needed.

The role offers a collaborative, service-driven environment with opportunities in wealth management and banking