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IT Support Specialist
Adaria Vending Services Limited
Concord, ON
Full-time
Serve as first-line support for customers reporting issues with payment terminals or transaction processing
IT Support Specialist
Adaria Vending Services Limited
Concord, ON
Full-time
Serve as first-line support for customers reporting issues with payment terminals or transaction processing
HR Payroll Specialist
Metis Child & Family Services Authority
Winnipeg, MB
Full-time
The HR Payroll Specialist is responsible for overseeing full-cycle payroll operations and maintaining HRIS systems to ensure accurate, compliant, and efficient people processes across the…
System Testing/QA Specialist
Russell Tobin
Toronto, ON
$63 to $68 CAD / hour
Contract
Experience with payment gateway or transaction-processing systems.
Specialist, Accounting Operations
McDonald's Corporation
Toronto, ON
Assist with transaction processing, account reconciliations, and variance analysis
Customs Import-Export, Shipping & Receiving Specialist
Honeywell Aerospace
Cambridge, ON
Full-time
Working knowledge of ERP systems and inventory transaction processing; SAP experience is an asset.
Purchasing Operations Specialist, NA
Vantage Data Centers
Montreal, QC · Quebec, QC
Full-time
The team coordinates the entry, review, and approval of day-to-day transaction processing in accordance with financial policies and the department’s SLAs. Team members proactively engage in…
Total Rewards Specialist, Compensation
Blake, Cassels & Graydon LLP
Toronto, ON
$85,000 to $105,000 CAD / year
Full-time
Provide administrative support for pension, benefits, wellness, and disability programs, including transaction processing, record maintenance, reconciliations, and vendor coordination
Title Specialist
RBGlobal
Rocky View No 44, AB · Rocky View County, AB
Full-time
The Title Specialist is directly responsible for securing all necessary documents to accompany applications to transfer vehicle title ownership. Tasks include compiling all necessary…
Title Specialist
RBGlobal
Oshawa, ON
Full-time
The Title Specialist is directly responsible for securing all necessary documents to accompany applications to transfer vehicle title ownership. Tasks include compiling all necessary…
Title Specialist
RBGlobal
Oshawa, ON
Full-time
The Title Specialist is directly responsible for securing all necessary documents to accompany applications to transfer vehicle title ownership. Tasks include compiling all necessary…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Toronto, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · AB · Calgary, AB
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Edmonton, AB
Full-time
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Vancouver, BC
Full-time
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Montreal, QC
Full-time
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Toronto, ON
Full-time
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Cybersecurity - Cloud Security - Manager (Cloud Security Specialist)
EY
Calgary, AB
Full-time
…functions by assisting them as they shift their emphasis from transaction-level control, processing and reporting to more value driven, decision support and…
Spécialiste bilingue du Service Prestige / Client Experience Specialist Bilingual
Fidelity Canada
Toronto, ON · Montreal, QC
Full-time
Added 20 hours ago
Payment Operations Specialist/ Banking Operations Specialist
Collabera
Toronto, ON
$18 to $19 CAD / hour
Contract
Title: Payment Operations Specialist/ Banking Operations Specialist
Auto Insurance Specialist I (Full-time, permanent) Arborg
Brio Insurance
Arborg, MB
Full-time
The Auto Insurance Specialist I is primarily responsible for processing basic insurance transactions and auto policies.
Added 18 hours ago
Advisor Associate Wealth - Edmonton
Scotia Wealth Management
AB · Edmonton, AB
Full-time
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a…
Added 20 hours ago
Advisor Associate Wealth - Edmonton
Scotiabank
Edmonton, AB
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a…
Administrative Specialist - Ottawa
Scotiabank
Ottawa, ON
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers
Regional Administrative Specialist
MD Financial Management | Gestion financière MD
Montreal, QC
Full-time
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers
Regional Administrative Specialist
Scotia Wealth Management
Toronto, ON
Full-time
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers

Scotiabank

Advisor Associate Wealth - Edmonton

Edmonton, AB, T5N 3Z9, Canada

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The role involves providing administrative and operational support to Financial Advisors and Portfolio Managers to ensure high standards of client service. Responsibilities include processing client documentation, maintaining databases, preparing for client meetings, and ensuring compliance with regulatory standards.

Requirements

Candidates must have a college diploma in business, commerce, or an equivalent field along with demonstrated knowledge of the financial services industry. Proficiency in Microsoft Office and strong organizational and communication skills are required for success in this position.

Experience

2 to 5 years

Education

associate degree

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Financial services industry knowledge
Client documentation processing
Transaction request processing
Database management
Client meeting preparation
Correspondence
Compliance reporting
Tax document preparation
Microsoft Office Suite
CRM2
Client service
Organizational skills
Attention to detail
Verbal communication
Written communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Administrative Support
Compliance
CRM2
Microsoft Office
Estates
Trusts
RESP
RDSP
FHSA
RRSP
RRIF
TFSA
Tax Documents
Canadian Securities Course
Conduct and Practice Handbook
Portfolio Management
Client Relations
Data Management

Original job description

Requisition ID: 273936

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Is this role right for you? In this role, you will:

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a larger regional team of Administrators
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services
Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards
Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required
Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested
Perform general office duties, including reception coverage, when required

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

College diploma in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts
RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
A dedication to client service
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent verbal and written communication skills

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

#SWM

Location(s): Canada : Alberta : Edmonton

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.

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