Opportunity Description
Become a crucial team member as an Administrative Associate at Scotiabank. Support Financial Advisors in delivering exceptional service and operational excellence for MD clients.
This role focuses on providing administrative and operational assistance, emphasizing the timely processing of documentation and client inquiries. You will collaborate with Advisors, maintain accurate client information, and ensure compliance with necessary regulations. If you're detail-oriented and enjoy client interaction, this position fits you well.
Key Responsibilities:
• Prepare and process client documentation and requests
• Maintain accurate client contact information
• Set up files for meetings and process inquiries swiftly
• Address and resolve client issues efficiently
• Handle compliance-related tasks each month
Requirements:
• Diploma in business or related field
• Familiarity with financial services and estate regulations
• Proficiency with Microsoft Office tools<...
This role focuses on providing administrative and operational assistance, emphasizing the timely processing of documentation and client inquiries. You will collaborate with Advisors, maintain accurate client information, and ensure compliance with necessary regulations. If you're detail-oriented and enjoy client interaction, this position fits you well.
Key Responsibilities:
• Prepare and process client documentation and requests
• Maintain accurate client contact information
• Set up files for meetings and process inquiries swiftly
• Address and resolve client issues efficiently
• Handle compliance-related tasks each month
Requirements:
• Diploma in business or related field
• Familiarity with financial services and estate regulations
• Proficiency with Microsoft Office tools<...
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