ScotiaMcLeod Administrative Associate

6 days ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 243286 Administrative Associate – Scotia Wealth Management (ScotiaMcLeod) Location: Ottawa, Ontario, Canada. Responsibilities Ensure effective client administration by managing all administrative processes and escalations requiring investigation. Consistently demonstrate high levels of client service to deepen relationships; by supporting the advisor in regular reviews of portfolios include entering client trades as directed by the client or Advisor and identifying client needs. By 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 identify opportunities to increase assets and/or revenue. Support the growth of the business by managing tracking reports for Wealth Advisor 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. Qualifications Experience in the securities industry. Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (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, providing a professional and respectful experience. Benefits Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favorable employee rates for employee banking. 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. Seniority level Associate Employment type Full-time Job function Administrative Industries Banking #J-18808-Ljbffr

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