ScotiaMcLeod Administrative Support Assistant - Temporary Job Sudbury area,Ontario Canada,Finance & Banking

Requisition

Scotia Mc Leod , 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 Scotia Mc Leod , 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.

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Be responsible for onboarding new client relationships through digital account opening and documentation administration

Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting

Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

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

#SWM