Scotiamcleod Administrative Associate

5 months ago

Regina, Canada Scotiabank Full time

Requisition ID: 198318

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 empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

**BRIEF INTRODUCTION**

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**

In the role you will:

- 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**

We would love to work with you if you have:

- 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 : Saskatchewan : Regina

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.

  • Scotiamcleod Branch Administrator

    2 weeks ago

    Regina, Canada Scotiabank Full time

    Requisition ID: 210510 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 Assistant

    5 months ago

    Regina, Canada Scotiabank Full time

    Requisition ID: 198318 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 Branch Administrator

    3 weeks ago

    Regina, Canada Scotiabank Full time

     Requisition ID: 210510As 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 Branch Operations Assistant/branch

    5 months ago

    Regina, Canada Scotiabank Full time

    Requisition ID: 201397 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 Assistant Branch Manager

    5 months ago

    Regina, Canada Scotiabank Full time

    Requisition ID: 195835 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...

  • Wealth Management Branch Coordinator

    2 weeks ago

    Regina, Saskatchewan, Canada Scotiabank Full time

    At ScotiaMcLeod, we're dedicated to delivering exceptional client service and wealth management solutions. As a Branch Administrator, you'll play a vital role in ensuring the success of our branch by providing administrative support and optimizing operational efficiency.Main Responsibilities:Foster a positive team environment, promoting employee empowerment...

  • Administrative Associate

    3 months ago

    Regina, Canada City of Regina Full time

    **Job ID**: 2286 **Openings**: 1 **Jurisdiction**: CUPE Local 7 **Division**: Communications, Service Regina & Tourism **Department**: Communications & Engagement **Location Name**: Regina, Saskatchewan, CA **Type of Posting**: Internal & External **Employment Type**: Permanent **Hourly Salary**: $29.98 - $38.72 **Annual Salary**: $57,160.00 -...

  • Vendor Management Associate

    5 months ago

    Regina, Canada Visionpool Business Services Full time

    Visionpool Business Services is hiring a Vendor Management Associate. This position will be required to be onsite in Regina, SK 2 days per week, while the other days can be worked remotely from home. **Role Description**: Resourcing and Invoicing Vendor Management Associate This role will be to assist 3 staff in their day-to-day duties, and provide backfill...

  • Land Administrator

    5 days ago

    Regina, Canada SaskEnergy Full time

    SaskEnergy is seeking a qualified and motivated individual to join our team. The Land Administrator performs duties associated with the acquisition, registration and payment of land rights required by, and to protect the interest of, the Corporation. This includes performing a variety of administrative duties associated with department activities. Position...

  • Vendor Management Associates

    5 months ago

    Regina, Canada Sena Technologies, Inc. Full time

    Job descriptionJob description Company Description Sena Technologies is an Information Technology Consulting firm specializing in Cloud, DevOps, Business Intelligence and Digital Transformation solutions. We provide a customized approach to complex IT business problems to meet our customer's industry-specific needs. By partnering with our clients, we...

  • Associate Curator

    4 weeks ago

    Regina, Canada MacKenzie Art Gallery Full time

    **To visit the portal and apply, please click here**: Reporting to the Director of Programs, the Associate Curator works collaboratively with all Gallery staff in a consultative manner to deliver dynamic, engaging, diverse, and innovative programs. The Associate Curator is knowledgeable in curatorial and administrative planning and best practices, and shares...

  • Office Administrator

    3 weeks ago

    Regina, Canada Lebell and Associates Counselling & Consulting Services Full time

    **Location**: Lebell & Associates Counselling Office **Hours**: 15-18 hours per week **Position Type**: Part-Time Lebell & Associates is seeking a reliable and organized Part-Time Receptionist to join our team. As a key member of our counselling office, you will play a vital role in ensuring our clients receive the support and care they need. This largely...

  • Customer Service Associate

    5 months ago

    Regina, Canada Regina Public Library Full time

    Libraries build community. At RPL, we’re on a mission to provide Regina residents with opportunities to discover, learn and connect in an inclusive, customer-centred, and safe environment — and we could use your help. Applications submitted to this competition will be considered active for 14 days from the initial posting date. **JOB SUMMARY**: Our...

  • Customer Service Associate

    2 months ago

    Regina, Canada Regina Public Library Full time

    Libraries build community. At RPL, we’re on a mission to provide Regina residents with opportunities to discover, learn and connect in an inclusive, customer-centred, and safe environment — and we could use your help. Positions may be full-time or part-time; permanent or temporary. Applications submitted to this competition will be considered active for...

  • Associate Dean of Research

    4 weeks ago

    Regina, Saskatchewan, Canada First Nations University of Canada Full time

    Job Summary:The Associate Dean, Research will provide leadership in the University's strategic research pursuits, working in coordination with the Vice-President, Academic to promote and plan collaborative research activities of benefit to First Nations communities in Saskatchewan and beyond.Key Responsibilities:Provide leadership in the University's...

  • Credit Associate

    3 weeks ago

    Regina, Saskatchewan, Canada Brandt Full time

    We are seeking a skilled Credit Associate to join our team at Brandt's Head Office in Regina, SK.This is a permanent, full-time, in-office position, working Monday-Friday, 8 a.m. to 5 p.m.The ideal candidate will be responsible for performing various administrative tasks, including data entry, electronic and paper filing, and communicating with other...

  • Associate Dean Research Position

    4 weeks ago

    Regina, Saskatchewan, Canada First Nations University of Canada Full time

    Associate Dean Research PositionFirst Nations University of Canada seeks a highly qualified Associate Dean to provide leadership in the University's strategic research pursuits. The successful candidate will work in coordination with the Vice-President, Academic, to promote and plan collaborative research activities of benefit to First Nations communities in...

  • Corporate - Corporate Sales Associate

    2 months ago

    Regina, Canada Jump.ca Full time

    Corporate Sales Associate Regina, SK Are you a motivated team player who thrives in a fast-paced sales environment? Are you passionate about delivering exceptional service and solutions to customers?Jump.ca is looking for a Corporate Sales Associate to join our team in Regina. **At Jump.ca, our purpose is simple**: to create amazing experiences for our...

  • Maintenance Associate

    6 months ago

    Regina, Canada Boardwalk Full time

    Boardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide breadth of shapes, sizes and sets of amenities. We operate 33,000 units across Alberta, British Columbia, Ontario, Saskatchewan, and Quebec. Boardwalk recognizes our Associates as our most valuable asset. We are...

  • Customer Service Associate

    2 months ago

    Regina, Canada Regina Public Library Full time

    Customer Service Associate Regina, SK, Canada Req #336 Wednesday, September 18, 2024 Libraries build community. At RPL, we’re on a mission to provide Regina residents with opportunities to discover, learn and connect in an inclusive, customer-centred, and safe environment — and we could use your help. Applicants applying to this...