Job Information
Scotiabank Receptionist Wealth Management - Kelowna in Kelowna, British Columbia
Receptionist Wealth Management - Kelowna
Requisition ID: 210715
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Regional Coordinator you will contribute to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted in compliance with governing regulations, internal policies, and procedures.
Is this role right for you? In this role you will:
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual.
Lead management of facilities operations as well as delivery and change management of facilities related changes.
Liaise with Facilities to support leasehold improvements, lease renewals and planned moves.
Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments.
Complete regional reporting requests & data analysis.
Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI.
Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required.
Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan.
Participate in various regional meetings and special projects.
Liaise with external partners such as medical associations, accounting firms, etc. for regional projects.
Other administrative tasks.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of their 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 of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
The Must Haves:
Community college diploma in Business Administration or equivalent.
Three+ years’ experience in an administrative or clerical position, preferably with a financial services company
Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset.
Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications.
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Strong organizational skills.
Excellent communication skills.
Initiative and resourcefulness.
Ability to work effectively and collaboratively within a team.
Attention to detail.
Well-organized with high energy, effective communication skills
Enjoys a fast-paced environment and is highly professional.
Team player with a desire to consistently create a positive work environment
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Location(s): Canada : British Columbia : Kelowna
Scotiabank 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, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . 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.