Scotiamcleod Administrative Support Assistant, Charlottetown - 12 months contract

Requisition ID: 222704

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

1.Ensure a high level of client service by:

• Acting as receptionist

• Answering branch phones lines and relaying messages

• Greeting clients as they arrive

• Booking external and internal meetings

• Ordering catering as required

• Ensuring branch lists are kept current

2. Manage all banking functions by:

Receiving cheques and certificates from clients

Issuing receipt to client · Posting cheque and certificate deposits to client accounts

Submitting certificates to Head Office

Depositing cheques at the local Scotiabank branch

Maintaining a complete understanding of compliance regulations regarding banking

Ensuring postdate cheques are recorded and processed in a timely manner

3. Manage all non-trade functions by:

• Ensuring trade corrections and trailers are entered in a timely manner consistent with regulatory regulations

4. Manage all name and address functions by:

• Completing all non online account management (OAM) functions
• Managing account closures by ensuring accounts have no cash or security balances

5: Manage the efficiency of Branch Operations by:

• Maintaining the branch mail system by ensuring mail is opened in a secure area and is distributed in a timely manner
• Maintaining the branch postage machine
• Ensuring inter-office mail is collected and forwarded to Head Office
• Ensuring all courier packages are picked up and delivered and are billed appropriately
• Ensuring cost effective ordering of branch supplies

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

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

Location(s): Canada : Prince Edward Island : Charlottetown

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.