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Regional Administrative Specialist Toronto

Toronto, ON
Full Time
4 days ago
Requisition ID: 158988

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Regional Administration Specialist is responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers in maintaining high standards for all clients.

Duties & Responsibilities: (What you will do)
Service Support:
• Provide service support to Financial Consultants and Portfolio Managers
• Process documentation requests and input transaction requests as required as directed by advisors
• Partner with Financial Consultants and Portfolio Managers in booking client meetings, as required
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Respond to last minute requests from advisor during client meetings

Administrative Support:
• Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter
• Provide support and participate in the research & resolution of client issues
• Complete File Preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings
• Prepare and process new account documentation as required

Operational Support:
• Update database for all client contact, ensuring that all client information and notes are recorded correctly
• Maintain monthly compliance related tasks as required
• Liaise with accountants and third parties, as required
• Prepare business correspondence to clients and third parties
• Participate in projects as required
• Provide Reception coverage
• Education & Experience: (What you need)
• Community college diploma in Business Administration or equivalent
• General office duties as required
• Understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues
• 2 years' experience in the Financial Services industry
• Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• Working knowledge of CRM2
Competency Requirements: (What you bring)
• Dedication to client service
• Strong organizational stills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Demonstrated pro-activity and initiative
• Ability to work independently
• Strong team player
• Ability to manage multiple priorities in a fast-paced environment
• Ability to effectively manage change
• Results-oriented
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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