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Scotiamcleod Administrative Associate - Oakville, Ontario [Scotiabank]
Company | CareerBeacon |
Address | Oakville, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-08-12 |
Posted at | 10 months ago |
Requisition ID: 179422
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.
- Prepare tax packages, year end checklists, documents for client meetings and financial planning
- Provide and maintain a high level of customer service and effectively build working relationships with business partners
- Investigate and resolve issues, escalating to the Advisor when appropriate
- Execute client trades and remain up-to-date with all regulatory rules and trading activities as it relates to client accounts
- Utilize Microsoft Office Suite of Products, Charles River (trading platform), Salesforce (CRM) and other related software, applications & resources to support the business
- Strong organizational skills, ability to prioritize, and a keen attention to detail
- Completed IIROC licenses and registered as an Investment Representative
- Excellent verbal & written communication skills
- Experience working in banking industry, preferably within full-service brokerage
- Solid understanding of industry and firm's compliance regulations & requirements
- In-depth training and coaching to help you succeed in the role
- 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
- Be a part of and contribute to a culture of inclusion, diversity, and potential
- A rewarding career path and support towards your professional development and growth
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.
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