Administrative Assistant Bilingual Full-time Job

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Centralized Administrative Assistant to join our team in Ottawa, ON
As a Centralized Administrative Assistant, you will contribute to the overall success of the Centralized Administrative Support Team (CAST), MD Operations in Ottawa, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 

 

Is this role right for you? In this role you will:

 

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. 
• Pre-fill and prepare New Account Application Forms including supporting documentation. (Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc.) in support of MD Private Investment Council line of business.
• Prepare documents for e-signature and distribution to clients.
• Review accuracy of completed and returned documentation.
• Maintain compliance related tasks as required i.e.) follow up on non-complaint paperwork. 
• Update client databases, as required, to ensure maintenance of accurate client information.
• Participate in projects and support other operational teams, as required.
• Maintain productivity and accuracy standards.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.  
• Champion a high performance environment and contributes to an inclusive work environment. 
• Occasional overtime (including weekends) may be required during peak business season and as required. Standard business hours are from 8am – 5pm EST.

 

The Must Haves:

 

• University degree, College diploma, or equivalent relevant experience in a related field;
• 2 years’ experience in office administration; preferably in a related field;
• Experience with .pdf editing software (Adobe, Nitro) is an asset.
• Experience with electronic signature software is an asset.
• Experience with customer relationship management software is an asset.
• Bilingualism (French/English) is 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:

 

• The ability to work effectively with others to achieve optimal outcomes;
• Demonstrated initiative, resourcefulness and flexibility;
• Sound capacity to assess, develop and monitor complex business processes.

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario. One of Canada's Big Five banks, it is the third-largest Canadian bank by deposits and market capitalization. In 2023, the companys seat in Forbes Global 2000 was 88.