Administrative Associate

5 days ago


Ottawa, 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, responding to client inquiries, and resolving issues in a timely and responsive manner.
  • Provide marketing assistance by coordinating materials, events, and seminars to increase opportunities for asset growth and revenue.
  • Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans.
  • 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 skills.
  • Strong organizational skills and ability to take initiative, work independently, and meet deadlines.
  • Meticulous attention to detail and excellent time management skills.
  • Exceptional client service skills.
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services. We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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