Requisition ID : 204313
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
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.
ScotiaMcLeod Administrative Support Assistant - Kelowna (12 Month Contract)
As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investm...
(Temporary) Education Assistant/Noon Hour Supervisor - 10 month per year basis - 12 hrs/wk
Must have understanding and knowledge of safe work practices and follows the Independent Learning Services Education Assistant Handbook and student safety plan. ...
National Coordinator, Partnerships and Corporate Philanthropy (12-Month Contract)
Maintain accurate, professional and current records on corporate prospects, sponsors and supporters through our CRM system and other shared drives and support regular CRM reporting, including monthly prospect reports and other ad-hoc reports. Provide general administrative support to the Philanthrop...
Education Assistant - 12 Month Term Full-time
Be a part of an excellent team, perform meaningful work that will realize long term benefits, share in worthwhile accomplishments, celebrate successes, join in the camaraderie, build strong relationships and enjoy lifelong learning!POSITION SUMMARYAs the Education Assistant, this position is respons...
National Coordinator, Partnerships and Corporate Philanthropy (12-Month Contract)
Maintain accurate, professional and current records on corporate prospects, sponsors and supporters through our CRM system and other shared drives and support regular CRM reporting, including monthly prospect reports and other ad-hoc reports. Provide general administrative support to the Philanthrop...
Social Media Manager, 12 Month Contract
Supports firm leadership and Marketers with deeper-funnel activities to drive Marketing Qualified Leads. Creates support for and drives ROI improvement by use of analytics and campaign goals. The successful candidate may be required to support or collaborate with English-speaking colleagues or stake...
Administrative Assistant , Winter 2025 (co-op/Internship)-4 months
Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Supports the development of tailored messaging by writing, editing, and distributing communications materials (e. Liaises with internal business units a...
Administrative Assistant, Teaching & Learning and Career Education/ Post-Secondary, Senior School Full-Time, Continuing Contract
Key Accountabilities/Responsibilities: Teaching and Learning: Provide administrative support to Assistant Director, Teaching and Learning which includes booking space and scheduling meetings with parents, teachers and students Manage and maintain data summaries, grade tracking and analysis on report...
Data Integrity Governance Coordinator (12-Month Contract)
The contract is anticipated to last 12-months with a possibility of extension. We are looking to have a Data Integrity Governance Coordinator join our team on contract. Ensure that proper supporting documentation is provided for data change requests. Develop and provide data collection procedures, t...
Administrative Assistant - FT/Permanent - In Office (Kelowna, BC)
ClaimsPro LPAdministrative Assistant - FT/Permanent - In Office (Kelowna, BC). ClaimsPro relies on their Administrative Assistants to support the branch staff and producers in the delivery of quality service to our clients. Administrative support to the branch manager and administrative supervisor a...