ScotiaMcLeod Administrative Associate

3 weeks ago

Greater Sudbury, Canada Scotiabank Full time
Title: ScotiaMcLeod Administrative Associate - Sudbury

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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