ScotiaMcLeod Administrative Associate

ScotiaMcLeod Administrative Associate – Sussex Join to apply for the ScotiaMcLeod Administrative Associate - Sussex role at Scotiabank. Requisition ID: 244245 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full‑service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. In the role you will Ensure a high level of client service by: Supporting the advisor in the regular review of clients’ portfolios to identify client needs for Team of Experts services. Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment programs. Gathering research & product information from internal and external sources. Entering client trades as directed by client or advisor. Remaining up to date with all regulatory rules and trading activities as they relate to client accounts. Ensure effective client administration by: Following up with clients on missing documentation required as per regulatory requirements. Maintaining client files and information in the appropriate systems. Checking daily trades and all system entries in accounts for timelines and accuracy. Responding to client inquiries in a timely, responsive manner. Resolving issues and effecting client transactions expeditiously and accurately, escalating issues to advisor when appropriate. Issuing instructions for client withdrawals, deposits, swaps and transfers according to client or advisor instructions. Ensuring all client interactions are accurately documented. Understanding the required documentation for all client account types. Provide marketing assistance to the advisor by: Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (i.e. referrals, consolidation of assets, insurance, etc.). Developing, distributing and maintaining marketing materials. Organizing client events, including lunch & learns, seminars, client appreciation. Maintaining or coordinating electronic marketing. Managing the approval process for all marketing and mass communication. Supporting the growth of the advisor by: Reviewing and reducing all restricted accounts. Managing the bank referral process. Assisting in idea generation. Reviewing daily commission reports and following up on unpaid commissions. Tracking the Growth Bonus payments and following up. Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary, etc. to the advisor for review. Providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts. Contribute to the effective functioning of the branch team by: Building effective working relationships across the team and with various business line and corporate function contacts. Maintaining a high level of customer service. Facilitating a culture of open and honest communication. Actively participating and contributing to touch bases and team meetings. Encouraging the generation of new ideas and approaches. Actively sharing knowledge and experience to enhance the development of all team members. Developing and executing a meaningful employee development plan. Do you have the skills Excellent written and verbal communication skills. Strong organizational skills. Ability to take initiative and work independently. Ability to meet deadlines. Knowledge of Microsoft Word, Excel and PowerPoint. Secondary education. Working conditions The role operates within a standard office environment. The branch is a fast paced, often high stress environment with conflicting demands. Seminars and client/prospect events are often held in the evening which can require a longer than usual working day. Education and accreditation All applicable education, examination, and training requirements for licensing and confirmed registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Post‑secondary education. Location Canada – New Brunswick – Sussex Senior level Associate Employment type Full‑time Job function Administrative. Industries Banking. 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. Only those candidates who are selected for an interview will be contacted. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank. #J-18808-Ljbffr