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Administrative Assistant Bilingual | Administrative Assistant, Administrative Specialist in Cleric1

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Administrative Assistant Bilingual

Location:
Ottawa
Description:

Requisition ID: 194347 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Centralized Administrative Assistant to join our team in Ottawa, ON As a Centralized Administrative Assistant, you will contribute to the overall success of the Centralized Administrative Support Team (CAST), MD Operations in Ottawa, 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. Is this role right for you? In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Pre-fill and prepare New Account Application Forms including supporting documentation. (Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc. ) in support of MD Private Investment Council line of business. Prepare documents for e-signature and distribution to clients. Review accuracy of completed and returned documentation. Maintain compliance related tasks as required i. e. ) follow up on non-complaint paperwork. Update client databases, as required, to ensure maintenance of accurate client information. Participate in projects and support other operational teams, as required. Maintain productivity and accuracy standards. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 11 on ListedBuy
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More About this Listing: Administrative Assistant Bilingual
Administrative Assistant Bilingual is a Clerical Administrative Assistant, Administrative Specialist Job at Scotiabank located in United States. Find other listings like Administrative Assistant Bilingual by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.