ScotiaMcLeod Administrative Associate

6 months ago

Markham, Canada Scotiabank Full time

Requisition ID: 199305

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. 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.

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 Already 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.

  • Scotiamcleod Administrative Associate

    6 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 191963 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Administrative Associate

    6 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 199305 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    5 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 200208 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    5 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 189936 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Administrative Assistant

    1 month ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 210145 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Branch Administrator

    5 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 196749 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Business Development Associate

    2 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 208415 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • ScotiaMcLeod Administrative Assistant

    4 weeks ago

    Markham, Canada Scotiabank Full time

     Requisition ID: 210145As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • ScotiaMcLeod Administrative Assistant

    1 month ago

    Markham, Canada Scotiabank Full time

     Requisition ID: 210145As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Branch Operations Assistant

    6 months ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 192059 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • ScotiaMcLeod Administrative Support Assistant

    4 weeks ago

    Markham, Canada Scotiabank Full time

     Requisition ID: 210145As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Strategic Marketing Associate for Consumer Brands

    19 hours ago

    Markham, Ontario, Canada Administrative Full time

    **About Us**Synergie, a leading administrative services company, has been a pioneer in attracting top talent for over five decades. Our mission is to support client partners in achieving their business goals through innovative marketing initiatives.

  • Administrative Support Professional

    3 weeks ago

    Markham, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodScotiabank, a leading bank in the Americas, has a cornerstone business within Scotia Wealth Management that earns a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.

  • Administrative Associate

    6 months ago

    Markham, Canada CBI Health Full time

    **Administrative Associate - Markham, ON**: CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and innovation. Along with...

  • Construction Site Administrator

    2 weeks ago

    Markham, Ontario, Canada Associated Engineering Full time

    Job SummaryWe are seeking a skilled Construction Site Administrator to join our team at Associated Engineering.

  • Administrative Assistant

    5 months ago

    Markham, Canada GMI Stone Full time

    Full Time Admin and Sales associate required G License and vehicle required Some minor lifting required Full time Mon-Fri 9:30 am - 5pm Saturday 11-4 **Salary**: $17.00-$21.00 per hour Schedule: - 8 hour shift - Monday to Friday - Weekends as needed Application question(s): - Do you have a valid license and access to a vehicle full time? Ability...

  • Administrative Support Associate

    3 weeks ago

    Markham, Ontario, Canada Huawei Technologies Canada Co., Ltd. Full time

    Department Operations AssistantHuawei Technologies Canada Co., Ltd. is seeking an experienced and highly organized Department Operations Assistant to provide exceptional support to our team.Responsibilities:Provide administrative support to senior management and employees, including preparing travel schedules and making reservations.Coordinate logistics for...

  • Associate Director

    6 months ago

    Markham, Canada In Touch Ministries of Canada Full time

    **Position Title**: Associate Director **Company**:In Touch Ministries of Canada **Contact Person**:Colin Martin **Location**: 150 Riviera Drive Markham, Ontario, L3R 5M1 **Phone**:905-470-78780 **Position Description** Founded by Dr. Charles F. Stanley in 1977, In Touch Ministries is a Christian non-profit organization that produces and distributes...

  • Front Office Support Associate

    19 hours ago

    Markham, Ontario, Canada 10:10 Full time

    Job Title:Front Office Support AssociateAbout the Role:We are seeking a highly organized and detail-oriented Front Office Support Associate to join our team at 10:10. As a key member of our front office, you will provide exceptional customer service, manage administrative tasks, and contribute to the smooth operation of our office.Key...

  • Real Estate Administrator

    6 months ago

    Markham, Canada ReMax Alpha Sold Realty Brokerage Full time

    This is a great opportunity for a Real Estate Associate to join a fast-growing and dynamic real estate brokerage. The associate will negotiate and close real estate transactions, helping our brokerage to achieve its goal of top-line revenue growth. The right associate will be a business-minded individual who can display an ability to take initiative and can...