Wealth Advisory Operations Specialist

Scotiabank; Edmonton; On-site; CAD 48,000 - 64,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from day one

Job summary

Scotiabank is seeking a Regional Administrative Specialist to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high service standards for MD clients.

The successful candidate will maintain client records, prepare meeting materials, handle time-sensitive requests, and assist with tax documents, compliance tasks, and special projects. A college diploma in business and proficiency with MS Office are required, with CRM2 knowledge a strong asset.

Qualifications

• College diploma in business, commerce or equivalent.
• Demonstrated knowledge of the financial services industry and rules regarding estates, trusts.
• RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues.
• Proficiency with Microsoft Office Suite.
• Working knowledge of CRM2.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are assets.
• Dedication to client service and strong communication.

Responsibilities

• Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio managers.
• Work with Advisors, and a larger regional team of Administrators.
• Maintain currency and accuracy of the client contact database with correct notes.
• Book and prepare files for client meetings and respond to time-sensitive requests during meetings.
• Prepare correspondence and respond to inquiries regarding MD products and services.
• Maintain a follow-up system for inquiries and issues per MD service standards.
• Support and participate in research and resolution of client concerns and special projects.
• Ensure monthly compliance tasks, such as reporting logs and follow-ups on non-compliant paperwork.
• Liaise with Accountants and third parties to provide tax documents or statements.
• Perform general office duties, including reception coverage.

Skills

Client service orientation

Strong organizational skills

Attention to detail

Excellent verbal and written kommun

Education

College diploma in business, commerce or equivalent

Tools

Microsoft Office Suite

CRM2

Job description

Scotiabank is seeking a Regional Administrative Specialist to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high service standards for MD clients.

The successful candidate will maintain client records, prepare meeting materials, handle time-sensitive requests, and assist with tax documents, compliance tasks, and special projects. A college diploma in business and proficiency with MS Office are required, with CRM2 knowledge a strong asset.