Administrative Specialist - CalgaryTemporary

Résumé du poste

The Regional Administrative Specialist provides operational and administrative support to Financial Advisors and Portfolio Managers to ensure high service standards for clients. Responsibilities include managing client documentation, maintaining databases, preparing for meetings, and ensuring compliance with reporting requirements.

Détails du poste

Requisition ID: 269949 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. Is this role right for you? In this role, you will: Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a larger regional team of Administrators Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently Liaise with Accountants and third parties to provide tax documents or statements as requested Perform general office duties, including reception coverage, when required Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have: 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 considered assets A dedication to client service Strong organizational skills Strong attention to detail and follow-through skills Excellent verbal and written communication skills What's in it for you? The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community. #LI-CB1 #SWMLocation(s): Canada : Alberta : Calgary Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Ce que vous ferez

The Regional Administrative Specialist provides operational and administrative support to Financial Advisors and Portfolio Managers to ensure high service standards for clients. Responsibilities include managing client documentation, maintaining databases, preparing for meetings, and ensuring compliance with reporting requirements.

Exigences

Candidates must possess a college diploma in business, commerce, or an equivalent field, along with demonstrated knowledge of the financial services industry. Strong organizational skills, attention to detail, and proficiency in Microsoft Office are required for success in this role.

Avantages

• Performance Bonus • Employee Share Ownership Program • Pension Plan Matching • Banking Benefits • Health Benefits

Compétences indiquées

• Administrative Support · Souhaitée
• Souci du détail · Souhaitée
• Communication Skills · Souhaitée
• Microsoft Office Suite · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative support
• Client documentation
• Transaction processing
• Database management
• Client meeting preparation
• Correspondence
• Inquiry resolution
• Compliance reporting
• Tax document preparation
• Reception coverage
• Microsoft Office Suite
• Financial services knowledge
• Organizational skills
• Attention to detail
• Communication skills
• Tax Documentation
• Compliance Reporting
• Organizational Skills
• Private Banking
• Curiosity
• Follow Through
• Service Standards
• Research
• American Sign Language (ASL)
• Commercial Banking
• Investments
• Capital Markets
• Communication
• Creativity
• Document Formatting
• Financial Services
• Innovation
• Investment Banking
• Microsoft Office
• Office Procedures
• Portfolio Management
• Wealth Management
• Technical Assistance
• Securities (Finance)
• Booking (Sales)
• Detail Oriented

Domaines d’emploi

• Administrative
• Finance & Accounting
• Customer Service & Support
• Regional Administrative Manager
• Legal Support Specialist
• Legal Secretaries
• Legal Support Workers, All Other