This listing was posted on ListedBuy.
Investment Specialist, Administrative Assistant - Western GTA (Hamilton/Niagara)
Location:
Toronto
Description:
Requisition ID: 189163 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job As a Scotiabank Investment Specialist Administrative Assistant, you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In support of investment sales and client acquisition, the Assistant, Investment Specialist will be responsible for the required documentation and communication processes, ensuring timely support to the assigned Investment Specialist(s) and their respective customers. The Assistant, Investment Specialist will be a critical resource in supporting the growth and servicing of the Investment Specialist’s client base. Is this role right for you? In this role, you will oversee: 1. Documentation Preparing and maintaining new and existing customer files Preparing and sending transfer documents to Investment Support team, and following up as needed/appropriate Record Keeping for new accounts and account activities Completing ‘on behalf of’ transactions, trades and account opening Following up with clients for missing documentation or information Expense administration 2. Compliance/Regulatory Sending all required documentation and communication to SSI Compliance, including documentation on: Account openings & account maintenance Fund purchases/switches/redemptions Following up on any compliance deficiencies 3. Communication Preparing mailing lists and sending customer correspondence Answering basic customer inquiries Scheduling and rescheduling appointments in support of the Investment Specialist as required 4. Prospecting / Marketing Use tools (Salesforce, PMT) to identify off-us investment opportunities Work with in-house marketing team to develop adverts and new material aimed at acquiring new to bank customers Grow Centres of Influence (COI) to drive new sources of customer acquisition. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
November 30 2023 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 - Western GTA (Hamilton/Niagara)
Investment Specialist, Administrative Assistant - Western GTA (Hamilton/Niagara) is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist, Administrative Assistant - Western GTA (Hamilton/Niagara) by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.
Investment Specialist, Administrative Assistant - Western GTA (Hamilton/Niagara) is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist, Administrative Assistant - Western GTA (Hamilton/Niagara) by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.