ScotiaMcLeod Administrative Associate

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.

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

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

What’s 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.

Location(s):
Canada :
Alberta :
Grande Prairie

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