Requisition ID: 199822As a cornerstone business within Scotia Wealth Management\xc2\xae, 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\xe2\x80\x99ll be empowered to deliver Enriched Thinking\xc2\xae, a unique approach that incorporates your client\xe2\x80\x99s thinking, as well as our thinking, to drive results. You\xe2\x80\x99ll 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\xe2\x80\x99s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you\xe2\x80\x99ll be enabling clients to see not just the big picture, but all the little ones too.BRIEF INTRODUCTIONAs 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 requiredDO YOU HAVE THE SKILLS
We would love to work with you if you have:
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