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Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal
Location:
Toronto
Description:
Requisition ID: 191936 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Mobile Advice Team (MAT) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams! The Investment Specialist, Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic and high-energy team. 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. Is this role right for you? In this role you will: 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 Create, prepare, and submit accurate documentations, and follow-up when needed, such as: Transfers,. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 25 on ListedBuy
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More About this Listing: Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal
Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.
Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Bilingual Investment Specialist, Administrative Assistant, Ottawa or Montreal by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.