Wealth Onboarding & Transition Specialist

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Transition Specialist to provide centralized administrative support for Advisor teams in Toronto. The ideal candidate will excel in communication, organization, and possess industry experience. Responsibilities include processing complex account openings, ensuring adherence to regulatory policies, and maintaining high levels of client service. This position offers a competitive compensation package, flexible working conditions, and opportunities for growth in a collaborative work environment.

Benefits

Competitive compensation and benefits package

Annual incentive plans

Flexible working hours

Learning and development through Scotia Academy

Responsibilities

• Gather client and corporate account information and open accounts, including complex account openings.
• Process new account documentation and monitor all outstanding documentation.
• Process incoming client account transfer requests, adhering to regulatory deadlines.
• Scan and transmit documentation to Head Office.
• Ensure a high level of client service by maintaining and communicating status of all work in progress to Manager or Project Lead.
• Adhere to all firm and regulatory policies regarding client account documentation and transfers.
• Provide additional administrative support to advisor teams within the region.
• Identify and escalate incidents of concern.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines

Knowledge of Microsoft Word, Excel and PowerPoint

Previous industry experience

Secondary education

Bilingual in French

Education

Secondary education

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading bank in the Americas is seeking a Transition Specialist to provide centralized administrative support for Advisor teams in Toronto. The ideal candidate will excel in communication, organization, and possess industry experience. Responsibilities include processing complex account openings, ensuring adherence to regulatory policies, and maintaining high levels of client service. This position offers a competitive compensation package, flexible working conditions, and opportunities for growth in a collaborative work environment.