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Administrative Support Specialist at ScotiaMcLeod
2 months ago
Requisition ID: 203577
As 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 empowered to deliver Enriched Thinking, a distinctive methodology that integrates both your client's perspectives and our insights to achieve optimal results. Collaborating with a team of specialists, you will provide a client-focused approach to wealth management, allowing you to consider all aspects of your client's life, family, and business. With an emphasis on comprehensive wealth planning and access to wealth specialists, you will enable clients to appreciate not only the broader picture but also the finer details.
ROLE OVERVIEWAs an Administrative Associate, your contributions will be crucial to the success of one or more Wealth Advisors, ensuring high-quality client service through effective administration and daily operations.
KEY RESPONSIBILITIES- Manage all administrative processes and escalations to ensure effective client administration.
- Exhibit exceptional client service by:
- Assisting the advisor in regular portfolio reviews, including executing client trades as directed and identifying client needs.
- Addressing client inquiries, resolving issues, and facilitating client transactions promptly.
- Provide marketing support by coordinating materials, events, and seminars to identify opportunities for asset and revenue growth.
- Assist in business development by managing tracking reports for Wealth Advisors to evaluate targets, recommendations, and financial strategies.
- Foster effective working relationships across various departments and business lines through active collaboration and knowledge sharing.
We are eager to collaborate with candidates who possess:
- Experience in the securities sector.
- Current registration as an Investment Representative (IR) with CIRO.
- Outstanding verbal and written communication skills.
- Strong organizational capabilities.
- Proactive approach, ability to work independently, and meet deadlines.
- Meticulous attention to detail and excellent time management abilities.
- Exceptional client service orientation.
- At ScotiaMcLeod, we support employees in building their futures, fostering an environment where they can thrive and succeed together. Our commitment to diversity and inclusion, along with a performance-driven culture that emphasizes coaching, learning, and development, creates limitless opportunities.
- Be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
- Engage with an organization dedicated to making a positive impact in our communities for both employees and clients.
- Experience an inclusive workplace that encourages creativity, curiosity, and celebrates achievements.
- Access to Scotia Academy for continuous learning and skill development.
Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and communities achieve success through a wide range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
We value the unique skills and experiences each individual brings to the Bank and are dedicated to creating and maintaining an inclusive and accessible environment for everyone.
