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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 through exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies for safeguarding and enhancing our clients' assets.
At ScotiaMcLeod, you will be empowered to deliver Enriched Thinking, a distinctive methodology that integrates both your client's perspective and 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 support from wealth specialists, you will enable clients to appreciate not only the broader picture but also the finer details.
ROLE OVERVIEWAs an Administrative Associate, your primary responsibility will be to contribute to the overall success of one or more Wealth Advisors by ensuring exceptional client service through effective administration and daily operations of their business.
KEY RESPONSIBILITIES- Facilitate efficient client administration by overseeing all administrative processes and addressing escalations that require thorough investigation.
- Consistently demonstrate superior 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 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 review targets, recommendations, and financial strategies.
- Foster effective working relationships across various departments and business lines by actively collaborating and sharing knowledge and expertise.
We are eager to work with 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 mindset, capable of working independently and meeting deadlines.
- Meticulous attention to detail and outstanding time management skills.
- Exceptional client service orientation.
- At ScotiaMcLeod, we support our employees in building their futures, fostering an environment where individuality is celebrated, and success is shared. Our commitment to diversity and inclusion, coupled with a performance-driven culture that emphasizes coaching, learning, and development, offers endless possibilities. At ScotiaMcLeod, you can make a meaningful impact, contributing to the futures of our 25 million customers.
- The opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
- A commitment to making a positive difference in our communities for both you and our clients.
- An inclusive workplace that encourages creativity, curiosity, and celebrates achievements.
- Access to Scotia Academy for ongoing learning and skill development.
Scotiabank is a leading bank in the Americas, dedicated to helping our customers, their families, and their communities achieve 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.
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.
