ScotiaMcLeod Administrative Associate - Barrie (18 Month Contract)

Scotiabank; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial institution is seeking an Administrative Associate in Barrie, Ontario. The successful candidate will support Wealth Advisors and ensure a high level of client service through effective administration and trading processes. Excellent communication skills and experience in the securities industry are required. Join a forward-thinking organization that values collaboration and community impact.

Benefits

Competitive Compensation and Benefits

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities

Qualifications

• 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.

Responsibilities

• Ensure effective client administration by managing all administrative processes.
• Support the advisor in regular reviews of portfolios.
• Respond to client inquiries and resolve issues promptly.
• Provide marketing assistance by coordinating materials and events.
• Manage tracking reports for Wealth Advisor to review business targets.
• Collaborate across various departmental contacts.

Skills

Experience in the securities industry

Approval as an Investment Representative (IR)

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative and work independently

Meticulous attention to detail

Exceptional client service skills

Job description

Scotia Wealth Management® is a cornerstone business within Scotiabank, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients’ assets.

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:
  • Support the advisor in regular reviews of portfolios, including entering client trades as directed by the client or Advisor and identifying client needs.
  • Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase or identify opportunities to grow 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: Barrie, Ontario, Canada.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and we 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.