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Administrative Support Specialist at ScotiaMcLeod

2 months ago


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

Requisition ID: 203577

As a key entity within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring 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 perspective with our insights to achieve results. You will collaborate with a team of specialists to 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 specialists available 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 Support Specialist, 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
  • Ensure efficient client administration by overseeing all administrative processes and addressing escalations that require thorough investigation.
  • Consistently demonstrate exceptional 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 facilitating client transactions promptly and effectively.

Provide marketing support by coordinating materials, events, and seminars to identify and cultivate 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 pleased to consider you if you possess:

  • Experience in the securities sector.
  • Current registration as an Investment Representative (IR) with CIRO.
  • Excellent verbal and written communication skills.
  • Strong organizational abilities.
  • Proactive attitude, ability to work independently, and meet deadlines.
  • Meticulous attention to detail and outstanding time management skills.
  • Exceptional client service capabilities.
Benefits
  • At ScotiaMcLeod, we support employees in building their futures – where they can express themselves and achieve collective success. With a commitment to diversity and inclusion and a performance-driven culture that emphasizes coaching, learning, and development – the possibilities are endless. At ScotiaMcLeod, you can make a significant impact. You help shape the futures of our 25 million customers.
  • The opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative thinkers.
  • An organization dedicated to making a positive difference 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 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, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank and are committed to fostering an inclusive and accessible environment for everyone.