Talent.com
Scotiabank
Regional Administrative SpecialistScotiabank • Montreal, QC, CA
No longer accepting applications
Regional Administrative Specialist

Regional Administrative Specialist

Scotiabank • Montreal, QC, CA
17 days ago
Job type
  • Full-time
Job description

Requisition ID: 250469

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 Financial Consultants and Portfolio Managers.

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

  • Process documentation requests and input transaction requests as directed by Financial Consultants
  • Partner with Financial Consultants and Portfolio Managers in booking client meetings
  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services
  • Respond to last minute requests from Financial Consultants during client meetings
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
  • Provide support and participate in the research and resolution of client issues
  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
  • Prepare and process new account documentation as required
  • Update the database for all client contact, ensuring that all client information & notes are recorded correctly
  • Maintain monthly compliance related tasks as required
  • Liaise with accountants and third parties as required
  • Prepare business correspondence to clients and third parties
  • Participate in projects as required
  • Provide reception coverage and general office duties

Education, Professional Experience, Certifications and Skills required:

  • Community college diploma in Business Administration or equivalent
  • 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • 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
  • Initiative and are resourceful
  • An ability to work independently or effectively within a team
  • An ability to manage multiple priorities in a fast- paced environment
  • An ability to effectively manage change
  • A focus on achieving results

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke || Canada : Quebec : Trois-Rivières

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.

Create a job alert for this search

Regional Administrative Specialist • Montreal, QC, CA

Similar jobs

Government Grant Sales Specialist Role

YLH Advisory GroupMontreal (administrative region), QC, CA
Full-time

Advance your career with YLH Advisory Group as a Government Grant Sales Specialist.Focus on SR&ED and engage in impactful consulting sales within a remote work environment.As a Sales Specialist at ... Show more

 • Promoted

Regional Business Leader, Infrastructure - Ontario & Atlantic

StantecRivière-Des-Prairies-Pointe-Aux-Trembles, Canada
Full-time

Application Process Along with your resume, please let us know your interest in this role by answering the following questions.Keep responses to 1–2 pages in total.What do you feel are the greatest... Show more

 • Promoted

Strategic Administrative Lead - Business Development

MakivvikMontreal
Full-time

A leading non-profit organization in Montreal is seeking a Senior Administrative Assistant to support the Director of Business Development.Candidates should possess a Bachelor's degree and at least... Show more

 • Promoted

Bilingual Finance & Administration Specialist

Walker Glass Company LtdMontreal
Full-time

A leading glass manufacturing company based in Montreal is seeking a Mid-Senior level Administrative role.The candidate will be responsible for managing accounts receivable and supporting various a... Show more

 • Promoted

Administrative Assistant

Quarry ConsultingMontreal (administrative region), QC, CA
Full-time

Our trusted client is seeking one a full-time Senior Administrative Assistant to support operations in Montreal, Quebec.We’re looking for someone with:.Reliability level security clearance (valid).... Show more

 • Promoted

Regional Health Systems Partner – Vaccines

SanofiMontreal (administrative region), QC, CA
Full-time

Regional Health Systems Partner – Vaccines.Regional Health Systems Partner – Vaccines.Field-Based, Canada (BC, Yukon, NWT, NU).We are an innovative global healthcare company that helps the world st... Show more

 • Promoted

Administrative technician, patents

ROBICMontreal
Full-time

Would you like the opportunity to immerse yourself in the world of intellectual property and contribute directly to the filing of innovative patents? If you are detail‑oriented, organized, and enjo... Show more

 • Promoted

Technical Sales Specialist II, Platform, Public Sector

GoogleMontreal (administrative region), QC, CA
Full-time

Technical Sales Specialist II, Platform, Public Sector.Alberta or Nova Scotia, Canada.As a Platform Technical Sales Specialist, you will partner with technical Sales teams to differentiate Google C... Show more

 • Promoted

Senior Administrative Support for Real Estate

PSP Investments | Investissements PSPMontreal (administrative region), QC, CA
Full-time

Join PSP Investments as a Senior Administrative Assistant specializing in Real Estate Investments.This hybrid position focuses on supporting Managing Directors with travel, scheduling, and communic... Show more

 • Promoted

Proactive Administrative Coordinator for Data Management and Support

PGW Auto GlassLaval (administrative region), QC, CA
Full-time

Enhance operational performance as a Proactive Administrative Coordinator.Manage data entry, ensure document organization, and maintain high data integrity in a busy environment.You will be pivotal... Show more

 • Promoted

Regional Director - Quebec, Ottawa & Halifax

Nisa HelplineMontreal
Full-time

Proficiency in French is required***.Nisa Foundation empowers and supports vulnerable women and families through housing, mental health, education, and community-based initiatives.With a growing na... Show more

 • Promoted

Administrative Role with High Net Worth Focus

CIBCMontreal
Full-time

Take your administrative skills to CIBC in Montreal as an Administrative Assistant dedicated to high net worth clients.This role strengthens relationships and supports Investment Advisors effective... Show more

 • Promoted

Tax Compliance & HRIS Administration Specialist

Cosmetic Physician PartnersMontreal (administrative region), QC, CA
Full-time

Enhance your career in tax compliance with CPP Clinics as a Tax Compliance & HRIS Administration Specialist.Manage tax registrations, employee documentation, and compliance efforts in a vibrant wor... Show more

 • Promoted

Senior Administrative Assistant

Intact Financial CorporationMontreal (administrative region), QC, CA
Permanent

Who needs insurance? Everybody.At the Intact Lab, we use machine learning, data science, software engineering, AI, agility, UX and design thinking to transform the customer experience for millions ... Show more

 • Promoted

Administrative Support Specialist at Artelia

Artelia CanadaMontreal (administrative region), QC, CA
Full-time

Join Artelia Canada as an Administrative Support Specialist focused on service offers coordination.This role is available in Montreal or Longueuil.As an Administrative Support Specialist, you will ... Show more

 • Promoted

Administrative Manager (H/F)

MicroHabitatMontreal
Full-time

Our mission is to build a healthier society and world by reconnecting people with nature and their food.We do this by transforming unused spaces into urban farms.Let's create greener and more resil... Show more

 • Promoted

Administrative Support Specialist in Montreal

Thales CanadaMontreal (administrative region), QC, CA
Full-time

Step into a full-time role with Thales as an Administrative Support Specialist in Montreal.Your key responsibilities include managing administrative operations, accounting tasks, and event organiza... Show more

 • Promoted

Administrative Associate

Randstad CanadaMontreal (administrative region), QC, CA
Full-time

Comprehensive health benefits covering 80% of most areas after probationary period.Paid team lunches every Friday.Very human and close-knit team.Front desk reception and general office support.Mana... Show more

 • Promoted

Administrative Assistant

Mila - Quebec AI InstituteMontreal (administrative region), QC, CA
Full-time

The Administrative Assistant plays an essential role in the effective management of operations within their team.In close collaboration with the Director of Applied Research in Machine Learning and... Show more

 • Promoted

Regional Manager, Contact Center

NAPA CanadaMontreal West, QC, CA
Full-time

Our collaborative, energetic, and friendly managers contribute to the success of our stores.At NAPA we believe that an excellent manager is distinguished by their leadership skills, open-mindedness... Show more