Overview

Administrative Support Assistant Jobs in Sudbury, Canada at Scotia Wealth Management

Join Scotia Mc Leod  as an Administrative Support Assistant in Sudbury, Ontario, where you’ll provide essential support to advisors and their teams. Focus on client services and administrative tasks to enhance client relationships.

As an Administrative Support Assistant, you will play a vital role in onboarding clients through digital account openings and managing documentation. Your efforts will support account transfers, deposits, and respond to inquiries, ensuring smooth client interactions. Exceptional organizational skills and attention to detail are crucial in this administrative role.

Key Responsibilities:

• Onboard new client relationships through digital processes

• Process account transfers, deposits, and withdrawals

• Respond timely to client inquiries and issues

• Escalate concerns to Advisors as needed

• Ensure accurate documentation and reporting

Requirements:

• Experience in the securities industry

• Excellent verbal and written communication skills

• Strong organizational capabilities and time management

• Initiative and ability to work independently

• Exceptional client service skills for professional interactions

Support Scotia Mc Leod ’s commitment to personalized client solutions with your administrative expertise in Sudbury.
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Title: Administrative Support Assistant

Company: Scotia Wealth Management

Location: Sudbury, Canada

Category:

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