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ScotiaMcLeod Administrative Associate
4 months ago
Requisition ID: 200896
As an Administrative Associate, you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.
IS THIS ROLE RIGHT FOR YOU
- Ensure effective client administration by managing all administrative processes and escalations requiring investigation
- Consistently demonstrate high levels of client service by:
- Supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- Responding to client inquiries, resolving issues, and effecting client transactions in a timely and responsive manner
- Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
- Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts
- Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
DO YOU HAVE THE SKILLS
- Experience in the securities industry
- Already duly registered as an Investment Representative (IR) with CIRO
- Excellent verbal and written communication
- Strong organizational skills
- Ability to take initiative, work independently, and meet deadlines
- Meticulous attention to detail and excellent time management skills
- Exceptional client service skills
WHAT’S IN IT FOR YOU
- At ScotiaMcLeod, we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities – for you and our clients.
- An inclusive working environment that encourages creativity, curiosity, and celebrates success.
- Learning and Development – free access to Scotia Academy to upskill and develop your skills.
Location(s): Canada : Ontario : Sudbury
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.
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