Wealth Management Administrative Specialist (Advisor Support)

Scotiabank; Toronto; On-site; CAD 42,000 - 68,000; Full time

Benefits offered by this job

Performance Bonus

Employee Share Ownership

Pension Plan Matching

Health Benefits

Job summary

Scotiabank seeks a Regional Administrative Specialist to support Financial Advisors and Portfolio Managers across the region. You will manage client documentation, oversee transaction requests, and maintain a precise client database, ensuring timely responses to inquiries and smooth meeting preparation.

You will handle compliance tasks, assist with research on client concerns, and coordinate with third parties for tax documents, while providing reliable office support and excellent service to MD

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.
• A dedication to client service.
• Strong organizational skills.
• Strong attention to detail and follow-through.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.
• Maintain currency and accuracy of the client contact database.
• Book and prepare files for client meetings and respond to time-sensitive requests.
• Maintain follow-up system for inquiries and issues per service standards.
• Support research and resolution of client concerns and participate in special projects as required.
• Complete monthly compliance tasks and follow up on non-compliant paperwork.
• Liaise with Accountants and third parties to provide tax documents or statements.
• Perform general office duties including reception coverage.

Skills

Financial Services Knowledge

MS Office Proficiency

CRM2 Knowledge

CSC & CPH assets

Client Service

Strong Organization

Attention to Detail

Verbal & Written Communication

Education

Business/Commerce Diploma

Tools

Microsoft Office

Job description

Scotiabank seeks a Regional Administrative Specialist to support Financial Advisors and Portfolio Managers across the region. You will manage client documentation, oversee transaction requests, and maintain a precise client database, ensuring timely responses to inquiries and smooth meeting preparation.

You will handle compliance tasks, assist with research on client concerns, and coordinate with third parties for tax documents, while providing reliable office support and excellent service to MD