![Scotiabank](https://media.trabajo.org/img/noimg.jpg)
ScotiaMcLeod Administrative Associate
3 weeks 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.
#J-18808-Ljbffr-
Scotiamcleod Administrative Associate
3 months ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 200896 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
ScotiaMcLeod Administrative Associate
1 month ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...
-
ScotiaMcLeod Administrative Associate
1 month ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Ontario, Ontario, Canada Scotiabank Full timeTitle: ScotiaMcLeod Administrative Associate - SudburyRequisition ID: 200896As 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 YOUEnsure...
-
ScotiaMcLeod Administrative Associate
3 months ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 200896As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Investment Associate
3 months ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 198606 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Ontario, Ontario, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you’ll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...
-
Scotiamcleod Administrative Associate
3 months ago
Sudbury, Canada Scotiabank Full timeRequisition ID: 200896 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll...
-
ScotiaMcLeod Administrative Associate
3 weeks ago
Greater Sudbury, Ontario, Ontario, Canada Scotiabank Full timeRequisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...
-
Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a key entity within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will be...
-
Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a vital component of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies for safeguarding and enhancing our clients' assets.At ScotiaMcLeod, you will be empowered...
-
Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will be...
-
Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 203577As a vital segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity, driven by exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies to safeguard and enhance their clients' assets.In your role at ScotiaMcLeod, you will be...
-
Sudbury, Ontario, Canada Scotiabank Full timeRequisition ID: 203577As a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will be...
-
Sudbury, Ontario, Canada Scotiabank Full timeRequisition ID: 203577As a pivotal entity within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity, grounded in exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will...
-
Sudbury, Ontario, Canada Scotiabank Full timeRequisition ID: 203577As a vital component of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity, built on exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you...