ScotiaMcLeod Administrative Assistant- Pointe-Claire

Scotiabank; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an Administrative Associate in Montreal. In this role, you will ensure effective client service by managing administrative processes and supporting Wealth Advisors. The ideal candidate should have experience in the securities industry, excellent communication skills, and a commitment to client service. This position offers opportunities for learning and development in an inclusive work environment.

Benefits

Learning and Development access to Scotia Academy

Inclusive working environment

Opportunities for career growth

Qualifications

• Willingness to become duly registered as an Investment Representative (IR) with CIRO.
• Fluency in both French and English, as client interactions require proficiency in English.

Responsibilities

• Ensure effective client administration by managing all administrative processes.
• Respond to client inquiries and resolve issues in a timely manner.
• Provide marketing assistance to increase opportunities for growth.
• Manage tracking reports for Wealth Advisors.
• Build effective working relationships through collaboration.

Skills

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

Exceptional client service skills

Job description

Requisition ID: 229797

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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

• 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

• Experience in the securities industry
• Willingness to become 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.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. 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.