Remote Administrative Assistant for Wealth Planning

Scotiabank; Calgary; Hybrid; CAD 42,000 - 60,000; Full time

Job summary

Scotiabank in Calgary, Canada is seeking an Administrative Assistant to support Financial Planners and drive day-to-day operations, client experiences, and revenue growth.

This hybrid role requires strong organization, attention to detail, and ability to build relationships across cross-functional teams. You will work from home with in-office meetings as needed, and must have a post-secondary business degree or related field; Mutual Fund License is required; bilingual English/French is an asset.

Qualifications

• Self-motivated, disciplined and able to prioritize tasks.
• Strong organizational skills with attention to detail.
• Excellent interpersonal, communication and listening abilities.
• Ability to build rapport with clients and cross-functional partners.

Responsibilities

• Support Financial Planners in developing wealth-management business in target markets.
• Execute day-to-day administrative tasks to enable growth and servicing of client-base.
• Provide timely support and deliver exceptional client experiences.
• Collaborate with national Administration team to ensure consistency and risk controls.

Skills

Self-motivation

Organizational skills

Attention to detail

Interpersonal skills

Communication

Team collaboration

Education

Post-secondary degree in business or related field

Mutual Fund License

Job description

Scotiabank in Calgary, Canada is seeking an Administrative Assistant to support Financial Planners and drive day-to-day operations, client experiences, and revenue growth.

This hybrid role requires strong organization, attention to detail, and ability to build relationships across cross-functional teams. You will work from home with in-office meetings as needed, and must have a post-secondary business degree or related field; Mutual Fund License is required; bilingual English/French is an asset.