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Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract)
Location:
Montreal
Description:
Requisition ID: 191589 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. The Administrative Assistant role is to provide administrative support to one or more Advisors, and their teams. Is this role right for you? In this role, you will: Ensure a high level of non-trade client service by arranging client meetings including venues, preparing printed materials and handling schedule changes, following up on client meetings, processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate Maintaining client files and information on the appropriate systems Processing account transfer documentation and follow up to ensure receipt Ensuring all client interaction is accurately documented Gathering deferred sales charge (DSC) information Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation Following up with clients on missing documentation required as per the industry regulatory requirements Provide administrative support by processing. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 17 on ListedBuy
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More About this Listing: Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract)
Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract) is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract) by searching Oodle for Clerical Administrative Specialist Jobs.
Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract) is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Administrative Support Assistant, Montreal Qc (6 month contract) by searching Oodle for Clerical Administrative Specialist Jobs.