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Scotia Wealth Management
Regional Administrative Specialist (Richmond Hill)Scotia Wealth Management • Whitby, Durham Region, CA
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Regional Administrative Specialist (Richmond Hill)

Regional Administrative Specialist (Richmond Hill)

Scotia Wealth Management • Whitby, Durham Region, CA
30+ days ago
Job type
  • Full-time
Job description

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

Job Responsibilities

  • Accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio Managers.
  • Work with Advisors and a larger regional team of Administrators.
  • Maintain the accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
  • Book and prepare files for client meetings; respond to time‑sensitive requests during meetings; prepare correspondence; ensure quick responses to inquiries 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 research and resolution of a variety of client concerns as well as contributing to special projects.
  • Complete monthly compliance‑related tasks such as compliance reporting logs and following up on non‑compliant paperwork.
  • Liaise with Accountants and third parties to provide tax documents or statements as requested.
  • Perform general office duties, including reception coverage, when required.

Qualifications

  • 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) considered assets.
  • Dedication to client service.
  • Strong organizational skills.
  • Strong attention to detail and follow‑through skills.
  • Excellent verbal and written communication skills.

Location(s): Canada: Ontario: Richmond Hill

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Regional Administrative Specialist (Richmond Hill) • Whitby, Durham Region, CA

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