As 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. Purpose: As the Branch Operations Assistant you will provide support to branch Management, Advisors and Associates and act as the first point of contact for clients arriving at the branch.
Is this role 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. 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 and/or other banking institutions
Maintaining a complete understanding of compliance regulations regarding banking
Ensuring post date cheques are recorded and processed in a timely manner
3. Provide administrative support by:
Processing client account documentation
Assisting in writing and processing clients\xe2\x80\x99/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 and any requirements due to industry regulatory requirements
Ensuring all client interaction is accurately documented
Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
4. 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
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
Maintaining records on all prospectus distribution
Printing and distributing reports in a timely and efficient manner
Ensuring cost effective ordering of branch supplies
Ad hoc tasks/assignments by head office/branch (other duties as assigned)
Do you have the skills to succeed in this role? 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
Banking background preferred
Secondary education
Location(s): Canada : British Columbia : Kelowna
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. 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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