Administrative Associate

2 months ago

Sudbury, Ontario, Canada Scotiabank Full time

About ScotiaMcLeod

Scotiabank's ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity and service excellence. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.

Our Approach

We empower our team members to deliver Enriched Thinking, a unique approach that incorporates clients' thinking and our thinking to drive results. We work with a team of specialists to deliver a client-centric approach to wealth management, enabling us to consider all facets of our clients' lives, families, and businesses.

Job Summary

As an Administrative Associate, you will contribute to the overall success of one or more Wealth Advisors by ensuring a high level of client service through effective administration and day-to-day trading of their business.

Key Responsibilities

  • Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
  • Consistently demonstrate high levels of client service by supporting the advisor in regular reviews of portfolios, entering client trades as directed, and identifying client needs.
  • Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue.
  • Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts.
  • Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience.

Requirements

  • Experience in the securities industry.
  • Already duly registered as an Investment Representative (IR) with CIRO.
  • Excellent verbal and written communication.
  • Strong organizational skills.
  • Ability to take initiative, work independently, and meet deadlines.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.

What We Offer

  • A collaborative team environment that encourages creativity and innovation.
  • Opportunities for learning and development through Scotia Academy.
  • A commitment to diversity and inclusion.
  • A performance-oriented culture that includes coaching, learning, and development.
  • The chance to make a difference in our communities and for our clients.

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