All jobs within 50 km around Concord in Administrative Jobs

As an Administrative Support Assistant, your 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:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• 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

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• 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

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Do you have the skills? We'd love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

What's in it for you

At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

05/02/2024

Address:

360 Oakville Place Drive

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory and orders.
• Schedules meetings and coordinates meeting facilities and set-up.
• Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
• Identifies and escalates all irregularities and discrepancies to management.
• Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Post-secondary degree in related field of study desirable.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$31,600.00 - $41,100.00

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod 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 ScotiaMcLeod, 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.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  

IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHATS IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod 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 ScotiaMcLeod, 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.

BRIEF INTRODUCTION

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  

IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHATS IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills