Investment Specialist Administrative Assistant - British Columbia Job Openings by Scotiabank in Vancouver

Job Title Investment Specialist Administrative Assistant - British Columbia
Pub Date 2 hours ago
Company Scotiabank
Location Vancouver

Scotiabank Careers 2022 - Scotiabank requires a new employee to apply Investment Specialist Administrative Assistant - British Columbia, that will be placed in Vancouver. You will receive a better prospect as well as less dangerous life sometime soon. Becoming a member of this enterprise makes a person able to do the purpose less complicated and make current aspiration come true.

To help this company vision and mission happens on legitimate Scotiabank will be wide open on brand-new place since December 2022. Everyone who are interested filling this specific vacant, please take a part in this Investment Specialist Administrative Assistant - British Columbia recruitment. If you will be one that may load qualifications, you can attempt to learn more information about Investment Specialist Administrative Assistant - British Columbia Job Openings below.

Scotiabank Jobs 2022

Investment Specialist Administrative Assistant - British Columbia Job Openings in Vancouver

Requisition ID: 161305


Join the Global Community of ers to help customers become better off.


#LI-Remote, #LI-Hybrid

Purpose of Job

The Assistant, Investment Specialist 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.


Key Job Accountabilities

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
Other duties as required.


Skills, Experiences, and Functional Competencies

Detail oriented
Strong communication – both written and verbal
Motivated to grow within the industry
Entrepreneurial mindset
Creative
Experience working in an investment sales/financial planning environment would be considered an asset
Second language an asset but not required


Education and Other Requirements

Post-secondary education in Business or related field would be an asset
Mutual Fund License

Valid Drivers License


Location(s): Canada : British Columbia : Vancouver || Canada : British Columbia : Burnaby || Canada : British Columbia : Victoria

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


At , 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 click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at ; however, only those candidates who are selected for an interview will be contacted.


As one of the leading companies in Canada, Scotiabank opens variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Scotiabank also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to increase new skills and erudition through the company programs.

If You are interested to submit an application for Investment Specialist Administrative Assistant - British Columbia Job Openings Vancouver December 2022 by Scotiabank, please prepare requirements files and documents immediately. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job above, you can try to read more jobs list in Vancouver region from another company below.

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