Wealth Management Office Receptionist
Support a wealth management office through client reception, mail coordination, and meeting-room scheduling in St. Catharines. Bring organized service to ScotiaMcLeod.
This Receptionist role contributes to ScotiaMcLeod’s success by helping execute team objectives and compliant daily operations. You will welcome clients, handle incoming calls and visitors, organize correspondence, prepare meeting spaces, and coordinate office resources. The position also includes filing, internal communications, security support, vendor liaison, and administrative assistance.
Key Responsibilities:
- Present a welcoming, knowledgeable, and professional client experience
- Sort and prioritize mail while tracking required actions
- Coordinate Head Office shipments, deliveries, and courier distribution
- Schedule meeting rooms and complete setup and cleanup
- Order supplies and liaise with office equipment vendors
Requirements:
- Ability to represent Scotia Wealth Management professionally
- Strong organization of documents, data, and office information
- Ability to coordinate timely responses and required actions
- Awareness of Bank policies, procedures, and governing regulations
- Ability to support efficient daily office operations
Use client service, organization, and administrative coordination to help ScotiaMcLeod deliver a polished wealth management office experience.
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