ScotiaMcLeod Service Officer, Montreal

Job title:

ScotiaMcLeod Service Officer, Montreal

Company

Scotiabank

Job description

Requisition ID: 219964As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients’ assets.When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.As the Service Officer your primary focus is to provide centralized administrative support for select Advisor teams. The Service Officer will act as liaison between head office and Advisor teams.Is this role for you? In this role you will:Provide effective administrative support in a centralized environment by:

• Processing new account documentation and monitoring all outstanding documentation
• Processing incoming client account transfer requests, adhering to regulatory deadlines
• Scanning/transmitting documentation to Head Office
• Updating client information
• Updating corporate account information

Ensure a high level of client service by:

• Maintaining and communicating status of all work in progress to multiple Advisor teams
• Identifying and escalating incidents of concern

Provide support to Branch Management by:

• Effective communication of status updates and follow-up of account opening, documentation and transfers
• Helping complete various tasks from the New Recruit Onboarding checklist
• Providing consistent and accurate timelines for various tasks/activities

Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Education & Work Experience

• Excellent written and verbal communication skills in French and English
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Previous industry experience
• Secondary education
• Bilingual in French and English

Working Conditions: Travel within the province and country will be required occasionally Flexible working with evening hours and weekends when required. Driver’s license is an asset.Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.Location(s): Canada : Quebec : MontrealScotiabank 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 . 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.

Expected salary

Location

Montreal, QC

Job date

Sun, 23 Mar 2025 05:43:43 GMT

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