Scotiamcleod Administrative Associate

Requisition ID: 246367 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature **Enriched Thinking**® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. **BRIEF INTRODUCTION** As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. **IS THIS ROLE RIGHT FOR YOU** **In the role you will**: - Ensure effective client administration by managing all administrative processes and escalations requiring investigation - Consistently demonstrate high levels of client service to deepen relationships; - by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs - by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner - Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue - Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts - Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience **DO YOU HAVE THE SKILLS** **We would love to work with you if you have**: - Experience in the securities industry - Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) - Excellent verbal and written communication - 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, providing a professional and respectful experience **WHATS IN IT FOR YOU** - Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. - An organization committed to making a difference in our communities - for you and our clients. - An inclusive working environment that encourages creativity, curiosity and celebrates success. - Learning and Development - free access to Scotia Academy to upskill and develop your skills. SWM Location(s): Canada : Nova Scotia : Halifax 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.