Administrative Associate

4 weeks ago


Toronto, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.

Key Responsibilities
  • Manage client administration, including processing trades, updating client records, and responding to client inquiries.
  • Provide marketing assistance by coordinating events, seminars, and materials to grow assets and revenue.
  • Support the growth of the business by tracking reports, targets, and financial plans.
  • Build effective working relationships with internal and external stakeholders.
Requirements
  • Experience in the securities industry, preferably with a registration as an Investment Representative (IR).
  • Excellent verbal and written communication skills.
  • Strong organizational and time management skills.
  • Ability to work independently and meet deadlines.
  • Meticulous attention to detail and exceptional client service skills.
What We Offer
  • A collaborative and innovative work environment.
  • Opportunities for learning and development.
  • A commitment to diversity and inclusion.
  • A performance-oriented culture that values coaching, learning, and development.

At ScotiaMcLeod, we help employees build their futures – where they can be themselves, and win together. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.



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