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Administrative Support Specialist at ScotiaMcLeod
2 months ago
Requisition ID: 203577
As a vital component of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity, built on exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies to safeguard and enhance their clients' assets.
When you become part of ScotiaMcLeod, you will be empowered to implement Enriched Thinking, a distinctive approach that integrates your client's perspectives with our insights to achieve optimal 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.
ROLE OVERVIEW
As an Administrative Associate, your primary responsibility will be to contribute to the overall success of one or more Wealth Advisors by ensuring a high standard of client service through effective administration and daily trading activities.
KEY RESPONSIBILITIES
- Manage all administrative processes and escalations requiring investigation to ensure effective client administration.
- Exhibit high levels of 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 processing client transactions promptly and efficiently.
- Provide marketing support by coordinating materials, events, and seminars to identify and cultivate opportunities for asset and revenue growth.
- Facilitate business growth 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.
We would be pleased 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 abilities.
- Strong organizational capabilities.
- Proactive approach, ability to work independently, and meet deadlines.
- Meticulous attention to detail and excellent time management skills.
- Exceptional client service aptitude.
- At ScotiaMcLeod, we support employees in building their futures—where they can be authentic and succeed collectively. With a commitment to diversity and inclusion, and a performance-driven culture that emphasizes coaching, learning, and development, the possibilities are limitless.
- The chance to be part of a forward-thinking organization surrounded by a collaborative team of innovative thinkers.
- A commitment to making a positive impact in our communities—for you and our clients.
- An inclusive work environment that encourages creativity, curiosity, and celebrates achievements.
- Access to Scotia Academy for continuous learning and skill development.
Scotiabank is a leading financial institution in the Americas. Guided by our purpose: "for every future," we assist our customers, their families, and their communities in achieving 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.
At Scotiabank, we value the unique skills and experiences each individual contributes to the Bank and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment and selection process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
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