Administrative Support Assistant

You will provide administrative support to Advisors and their teams. You will onboard new client relationships through digital account opening and documentation, process account transfers and client transactions, handle tax receipt and reporting requests, respond to client inquiries, and escalate issues to the Advisor.

Responsibilities

• Onboard new client relationships through digital account opening
• Administer client documentation
• Process client requests, account transfers, deposits, withdrawals, and payments
• Process requests for tax receipts and account reports
• Respond to client inquiries and issues
• Escalate issues to the Advisor

Requirements

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Attention to detail
• Time management skills
• Client service skills

Benefits

• Annual incentive plans
• Time off entitlements
• Pension plan
• Employee Share Ownership Plan
• Favourable employee banking rates
• Free access to Scotia Academy