Scotiamcleod Administrative Associate

1 month ago

Toronto, Canada Scotiabank Full time

**What you’ll be doing**

As an Administrative Associate, you will assist an established Wealth Advisor in providing exceptional client support and day-to-day trading administration of their business.

**Is this role right for you? In this role you will**:

- Provide and maintain a high level of customer service and effectively build working relationships with business partners
- Execute client trades and remain up-to-date with all regulatory rules and trading activities as it relates to client accounts
- Investigate and resolve issues, escalating to the Advisor when appropriate
- Prepare tax packages, year end checklists, documents for client meetings and financial planning

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Experience working in banking industry, preferably within full-service brokerage
- Completed IIROC licenses and registered as an Investment Representative
- Solid understanding of industry and firm’s compliance regulations & requirements
- Excellent verbal & written communication skills
- Strong organizational skills, ability to prioritize, and a keen attention to detail

**What’s in it for you?**
- A rewarding career path and support towards your professional development and growth
- In-depth training and coaching to help you succeed in the role
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
- Be a part of and contribute to a culture of inclusion, diversity, and potential
- 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.

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