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Wealth Management Administrative Associate
3 months ago
About the Role:
As a key member of the team, the Wealth Management Administrative Associate plays a vital role in supporting Investment Specialists in cultivating new business opportunities and fostering relationships within targeted markets. This position is essential for the smooth execution of daily operational tasks, ensuring that clients receive exceptional service and support.
Key Responsibilities:- Client Relationship Management: Foster a customer-centric culture to enhance client relationships and leverage broader banking connections.
- Operational Support: Execute national practice standards to assist Investment Specialists in expanding their business portfolios.
- Administrative Excellence: Oversee daily administrative functions to ensure operational efficiency.
- Service Delivery: Promote a culture of service excellence by providing outstanding client experiences.
- Collaboration: Build strong cross-functional partnerships to optimize business outcomes.
- Risk Management: Understand and apply the Bank's risk appetite in daily operations and decision-making.
- Operational Integrity: Ensure adherence to business controls and compliance with operational risk regulations.
- Inclusive Environment: Contribute to a high-performance and inclusive workplace culture.
- Self-driven with strong organizational skills and the ability to prioritize tasks effectively.
- Detail-oriented with excellent processing and data entry skills.
- Exceptional interpersonal and communication abilities.
- Proficient in building rapport and establishing trust with clients.
- Able to thrive in a fast-paced environment while collaborating with multiple stakeholders.
- Team-oriented with the capability to work independently.
- Committed to continuous personal and professional development.
- Understanding of the investment sales process, ideally from a financial planning or sales background.
- Post-secondary education in business or a related field, or equivalent experience.
- Mutual Fund License is mandatory.
- Bilingual proficiency in English and French is an asset.
- Work in an inclusive and collaborative environment that values creativity and success.
- Make a meaningful impact on clients' financial journeys.
- Contribute to revenue growth and business development.
- Collaborate with a diverse team of professionals in administrative support and investment leadership.
- Receive guidance from experienced coaches dedicated to helping you achieve your goals.
- Flexible work arrangements, primarily remote with occasional in-office requirements.
Company Overview: Scotiabank is a prominent financial institution in the Americas, dedicated to helping customers achieve their financial aspirations through a comprehensive range of services, including personal and commercial banking, wealth management, and investment banking.
Commitment to Diversity: Scotiabank values the unique skills and experiences of each individual and is committed to fostering an inclusive and accessible workplace.
