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ScotiaMcLeod Assistant Branch Administrator : Montreal, QC

montreal, Canada 1 month ago

Job Description

Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients assets. When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking(R), a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll work with a team of specialists to deliver a client:centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too. The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies. This position may also be required to act as back up to the Branch Systems Administrator. Is this role right for you? In this role, you will: : Assist in the management of branch support staff by: typedisc: : Resolving escalated issues : Providing ongoing employee recognition : Acting as a resource to provide information, contacts and direction for questions and escalation : Assist the Branch Management Team by: typedisc: : Completing all administrative duties, including filing, storage and report distribution : Processing all expenses and following up on outstanding issues : Building spreadsheets and maintaining databases as necessary : Running or assisting management with New Issues : Compiling documentation regarding compliance issues : Co:ordinating and tracking daily and monthly supervision requests as directed by Branch Manager : Maintaining compliance spreadsheets (Insider and Control Block, etc) : Completing and submitting the Monthly Error Report : Maintaining the Branch Research Distribution System : Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations : Administering the branch client account (house accounts) : Co:ordinating building facilities maintenance : Scheduling branch meetings, including external speakers : Assisting with interviews of support staff : Ensuring the quality and efficiency of branch operations : Onboarding of new experienced Advisors and their teams, by acting as a resource and liaison : Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA) : Contribute to the effective functioning of the branch team by: typedisc: : Building effective working relationships across the team and with various business line and corporate function contacts : Maintaining a high level of customer service : Facilitating a culture of open and honest communication : Actively participating and contributing to touch bases and team meetings : Encouraging the generation of new ideas and approaches : Actively sharing knowledge and experience to enhance the development of all team members : Developing and executing a meaningful employee development plan Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: typedisc: : Excellent written and verbal communication skills : Strong organizational skills : Ability to take initiative and work independently : Ability to meet deadlines : Ability to multi task : Knowledge of Microsoft systems: Word, Excel and PowerPoint : Previous industry experience : Post secondary education : Investment Rep

Senior Investment and Personal Banking Specialist: La Tour, QC

montreal, Canada 8 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Senior Investment and Personal Banking Specialist Trainee, you are customer:centric and able to connect with...

ScotiaMcLeod Assistant Branch Administrator : Calgary

Calgary, Alberta 9 hours ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

ScotiaMcLeod Branch Administrator : Calgary

Calgary, Alberta 1 day ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

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Ottawa, Ontario 5 days ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

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Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As an Investment and Personal Banking Specialist you are customer:centric and able to connect with people in a...

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Calgary, Alberta 7 days ago
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montreal, Canada 10 days ago
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ScotiaMcLeod, Branch Operation Assistant, Montreal, (12 month contract)

montreal, Canada 11 days ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

ScotiaMcLeod Branch Operations Assistant : Vancouver

Vancouver, British Columbia 12 days ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

ScotiaMcLeod Branch Systems Administrator : Ottawa

Ottawa, Ontario 14 days ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...