This listing was posted on ListedBuy.
Investment Specialist, Administrative Assistant - National
Location:
Toronto
Description:
Requisition ID: 190790 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Mobile Advice Team (MAT) in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The Investment Specialist, Administrative Assistant is primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target markets. Within this partnership model, the incumbent is an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences. In addition to enabling the growth and servicing of the Investment Specialists client-base, the incumbent is responsible to support and contribute to a national Administration team. Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge Support operational excellence through the execution of day-to-day activities, such as : Create, prepare, and maintain new and existing client records within the Customer Relationship Management tool (Salesforce), including the consistent application of the ‘Salesforce 8’ framework Complete ‘on behalf of’ transactions, such as: Mutual Fund purchases Mutual Fund switches/redemptions AWD’s/PAC’s Create, prepare, and submit accurate documentations, and follow-up when needed, such as: Transfers Adjustments/Unlocking Mutual Fund purchases Mutual Fund switches/redemptions Estate administration Expense management Proactively monitor and address in a timely manner, such as: Compliance deficiencies Customer Pulse surveys Complete accurate data. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 12 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Investment Specialist, Administrative Assistant - National
Investment Specialist, Administrative Assistant - National is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist, Administrative Assistant - National by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.
Investment Specialist, Administrative Assistant - National is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist, Administrative Assistant - National by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.