SWM Receptionist - St. Catharines

Requisition ID: 276652

Employee Referral Program – Potential Reward: $1,000.00

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture - life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career - you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

Purpose

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  
  

Create a positive and welcoming initial first impression representing Scotia Wealth Management (SWM)

• Welcome and interact with clients as the first point of contact; escorting or directing to the appropriate Relationship Manager, ensuring the are comfortable, offering beverage etc.
• Receive all visitors, in person and phone calls, and respond or forward to the appropriate individual for timely response
• Present a professional business image and positive demeanor and ensure the Office presents a professional image
• Provide every client with service that demonstrates respect and knowledge, in a manner that makes the client feel welcome and shows that their business is appreciated
  
  

Manage incoming and outgoing correspondence

• Receive, sort and prioritize mail, taking notice of required actions and due dates to ensure timeliness of responses and required actions
• Perform daily mailroom duties and ensure all documents and/or deliveries accurately reach employees
• Accept and arrange for couriers to ensure timely distribution of packages/documents
• Coordinate the receiving/processing of Head Office shipments and deliveries
  
  

Manage and maintain meeting rooms schedule

• Coordinate meeting rooms and conference calls ensuring action items and deliverables are completed
• Arrange catering needs/lunch meetings as required
• Ensure client rooms are set-up to professional standards and post meeting clean-up is completed
• Coordinate any special events as required (for branch staff and clients)
  
  

Contribute to the effective operation of the Scotia Wealth Management office

• Coordinate internal communication to staff, including maintenance of internal documents
• Organize and maintain various filing systems to track and store data and documentation and allow for easy retrieval of information
• Maintain office supplies inventory at appropriate levels and ensure timely ordering and, distribution and
• that all storage areas are properly stocked
• Assist with security related activities and key holder responsibilities, including producing security
• badges, open/close of the office, and liaising with building security
• Manage communal kitchen – order supplies, ensure it is kept clean
• Liaise with office equipment vendors for maintenance as needed
• Assist with special projects and other administrative functions as needed
• Ensure work is controlled throughout the day to contribute to the efficient operations of the Office
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment.
  
  

Location(s): Canada : Ontario : St. Catharines

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.

Note: All postings in me@scotiabank will remain live for a minimum of 5 days.