Administrative Support Specialist at ScotiaMcLeod

3 weeks ago

Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full time

Requisition ID: 203577

As a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative strategies to safeguard and enhance their clients' assets.

When you become part of ScotiaMcLeod, you will be empowered to deliver Enriched Thinking, a distinctive approach that integrates your client's perspectives along with our insights to achieve results. You will collaborate with a team of specialists to provide a client-focused strategy 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 wealth specialists to assist you in delivering this unique value proposition, you will enable clients to appreciate not only the broader picture but also the finer details.

POSITION OVERVIEW

As an Administrative Associate, your role will be crucial in contributing to the overall success of one or more Wealth Advisors by ensuring a high standard of client service through effective administration and daily trading operations.

KEY RESPONSIBILITIES
  • Facilitate efficient client administration by overseeing all administrative processes and addressing escalations that require investigation.
  • Consistently exhibit high levels of client service by:
    • Assisting the advisor in regular portfolio reviews, including executing client trades as directed by the client or Advisor and identifying client needs.
    • Addressing client inquiries, resolving issues, and processing client transactions promptly and effectively.
  • Provide marketing support by coordinating materials, events, and seminars to enhance opportunities for asset and revenue growth.
  • Support business development by managing tracking reports for Wealth Advisors to assess targets, recommendations, and financial strategies.
  • Foster effective working relationships across various departments and business lines by actively collaborating and sharing knowledge and expertise.
QUALIFICATIONS

We would be eager to collaborate with you if you possess:

  • Experience in the securities sector.
  • Current registration as an Investment Representative (IR) with CIRO.
  • Outstanding verbal and written communication skills.
  • Strong organizational capabilities.
  • Ability to take initiative, work autonomously, and meet deadlines.
  • Meticulous attention to detail and excellent time management abilities.
  • Exceptional client service aptitude.
BENEFITS
  • At ScotiaMcLeod, we assist employees in shaping their futures – where they can express themselves and succeed collectively. With a commitment to diversity and inclusion and a performance-driven culture that encompasses coaching, learning, and development – there are limitless opportunities. At ScotiaMcLeod, you can make a difference. You contribute to the futures of our 25 million customers. Your future begins here.
  • The chance to be part of a forward-thinking organization surrounded by a collaborative team of innovative thinkers.
  • An organization dedicated to making a positive impact in our communities – for you and our clients.
  • An inclusive work environment that promotes creativity, curiosity, and celebrates achievements.
  • Learning and Development – complimentary access to Scotia Academy for skill enhancement and professional growth.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we assist our customers, their families, and their communities in achieving success through a comprehensive 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 contributes to the Bank and are committed to fostering an inclusive and accessible environment for all.

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