Support Advisors and their teams in London, Ontario, using securities experience and strong client-service skills. Manage digital account opening and documentation administration.
As an Administrative Support Assistant at Scotiabank, you will provide administrative support within wealth management. You will onboard client relationships, process account activity, and respond to inquiries. Success requires organization, communication, initiative, and meticulous attention to detail.
Key Responsibilities:
- Onboard client relationships through digital account opening
- Administer documentation for newly established client relationships
- Process transfers, deposits, withdrawals, and payments
- Handle tax receipt and account reporting requests
- Respond to inquiries and escalate issues to Advisors
Requirements:
- Experience in the securities industry
- Excellent verbal and written communication skills
- Strong organizational skills and time management
- Ability to work independently and meet deadlines
- Meticulous attention to detail and client service skills
Bring securities knowledge, organized administration, and responsive client service to Scotiabank's Advisor teams in London, Ontario.
Wealth Management Administrative Assistant in London employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
