Scotiamcleod Administrative Assistant

1 week ago

PointeClaire, Canada Scotiabank Full time

**Requisition ID**: 229797 We are committed to investing in our employees and helping you continue your career at Scotiabank. **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 by: - supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs - 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 grow assets and/or revenue - Support the growth of the business by managing tracking reports for Wealth Advisors 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 - Willingness to become duly registered as an Investment Representative (IR) with 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 **WHAT’S IN IT FOR YOU** - At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. - 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 : Quebec : Montreal 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.

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