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Administrative Assistant Full-time Job

Dec 26th, 2024 at 13:49   Administrative Jobs   Québec   6 views Reference: 11053
Job Details

As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets.  Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences.  In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.      

 

Is This Role Right for You?

 

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
  • Support operational excellence through the execution of day-to-day administrative tasks and activities. 
  • Influence a service excellence culture through the delivery of exceptional client experiences.
  • Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
  • Champions a high-performance environment and contributes to an inclusive work environment.

 

Do You Have the Skills?

  • Self-motivated and disciplined with solid organizational and effective task prioritization skills.
  • Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
  • Outstanding interpersonal, communication and listening skills (empathetic skills).
  • Ability to build rapport, establish trust and communicate effectively.
  • Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
  • Excellent team player with the ability to work independently.
  • Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
  • Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
  • Post-secondary degree in business or a related field, or equivalent working experience.  
  • Mutual Fund License is required.
  • Bilingual in English and French is an asset.

 

What’s In It for You?

 

  • You’ll be part of an inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
  • You’ll have the ability to make a lasting impact on clients.
  • You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
  • You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
  • Supportive environment with coaches that are inspired to help you exceed your goals.
  • Primarily work from home role with a mix of in-office work as required by business needs.

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

 

Location(s):  Canada : Quebec : Quebec 

Company Description
Scotiabank is a leading financial services provider in North and Latin America, the Caribbean, Central America, and parts of Asia. It's Canada's most international bank, offering a wide range of financial products and services to individuals, businesses, corporations, and governments.
Here are some things to know about Scotiabank:
History
The Bank of Nova Scotia opened its first location in Halifax, Nova Scotia on August 29, 1832. A branch of the bank was established in Kingston, Jamaica to facilitate trade between the two regions.
Services
Scotiabank offers a variety of services, including commercial and corporate banking, treasury, and trade finance.
Mission
Scotiabank's mission is to be the financial sector's institution of choice, providing superior products and services.
Vision
Scotiabank's vision is to be their clients' most trusted financial partner.