Associate, Investment Counsel

Scotiabank; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank is seeking an Associate, Investment Counsel to provide high-level administrative support to the Equity Income Team. The role focuses on calendar management, travel coordination, expense handling, and document preparation to enable portfolio managers and analysts to operate efficiently.

The successful candidate will manage schedules, greet guests, prepare materials, and support reporting and data needs for the team in Toronto, Ontario.

Qualifications

• Experience supporting executives and teams in a fast-paced environment.
• Strong organizational skills with attention to detail.
• Ability to manage multiple tasks and calendars efficiently.

Responsibilities

• Coordinate calendars, schedule meetings and conference calls.
• Greet guests, arrange room bookings and assist attendees.
• Monitor and respond to emails on behalf of executives where appropriate.
• Prepare and format presentations and supporting materials.
• Provide document preparation, scanning and photocopying support.
• Organize file systems and handle travel bookings for meetings.
• Coordinate domestic and international travel and expense processes.
• Generate daily reports and support data classification and dashboards.

Skills

Calendar management

Travel coordination

Expense processing

Document preparation

Data reporting

Executive support

Job description

Title: Associate, Investment Counsel

Requisition ID: 271944 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Associate is expected to provide high-level administrative support to a large group of portfolio managers and analysts in the Equity Income Team at 1832 Asset Management. This role focuses on the team’s daily operations through calendar management with both internal and external parties, travel coordination, expense collection and reconciliation, distributing daily reporting and document preparation and effective communication and organization. Applying new approaches to workflows, including automating tasks and using AI tools, are encouraged.

Key Accountabilities:

Executive & Team Support

• Coordinating multiple calendars, scheduling meetings and conference calls
• Greeting guests, coordinating room bookings, and advising meeting attendees.
• Monitoring and responding to incoming emails on behalf of executives, where appropriate.
• Locating, formatting, and printing presentations and supporting materials.

Administrative Operations

• Providing comprehensive administrative assistance including document preparation, scanning and photocopying.
• Organizing and maintaining office filing systems.
• Booking restaurants reservations and food delivery for meetings and events

Travel & Expense Management

• Coordinating domestic and international travel arrangements and logistics
• Processing expense reports and invoices for team members

Reporting & Data Support

• Generating and distributing daily reports from Charles River, Excel and other platforms.
• Accurately classifying securities based on report data.
• Preparing comparison reports, dashboards, and charts as required.
• Conducting research and compiling data to support Portfolio Managers and Analysts.

Desired Skills & Experience:

Location(s): Canada : Ontario : Toronto

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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