Administrative Associate

4 weeks ago


Toronto, Ontario, Canada Scotiabank Full time
Role Overview

As a key member of the ScotiaMcLeod team, you will play a vital role in ensuring the success of our Wealth Advisors by providing exceptional administrative support and contributing to the delivery of a client-centric approach to wealth management.

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.
  • 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, including access to Scotia Academy.
  • A commitment to diversity and inclusion, with a focus on making a positive impact in our communities.
  • A performance-oriented culture that includes coaching, learning, and development opportunities.


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