ScotiaMcLeod Administrative Associate-Brossard

Scotiabank; Brossard; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading bank in the Americas is looking for an Administrative Associate in Brossard to support advisors in daily trading and client interactions. The ideal candidate will have strong organizational and communication skills, and a solid educational background including the Canadian Securities Course. This position offers a dynamic work environment with opportunities for professional growth.

Responsibilities

• Support the advisor in regular client reviews and identification of client needs.
• Maintain client files and information in appropriate systems.
• Resolve client inquiries and ensure client satisfaction.
• Assist in marketing efforts and identify revenue opportunities.
• Build effective working relationships with team members and clients.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines

Knowledge of Microsoft systems: Word, Excel and PowerPoint

Secondary education

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Investment Representative Training (IRT)

Post secondary

Job description

Overview

Title: ScotiaMcLeod Administrative Associate-Brossard

Requisition ID: 237421

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned 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 their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Role: The Administrative Associate’s primary focus is to assist an Advisor in the day-to-day trading and the administration of their business. The Administrative Associate may support more than one Advisor who may have different types of business.

Do you have the skills

We would love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

Responsibilities

In the role you will:

• Ensure a high level of client service by supporting the advisor in the regular review of clients’ portfolios to identify client needs for Team of Experts services
• Review the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program
• Gather research and product information from internal and external sources
• Enter client trades as directed by client or Advisor
• Remain up to date with all regulatory rules and trading activities as it relates to client accounts
• Follow up with clients on missing documentation required as per industry regulatory requirements
• Maintain client files and information in the appropriate systems
• Check daily trades and all system entries in accounts for timelines and accuracy
• Respond to client inquiries in a timely, responsive manner
• Resolve issues and effect client transactions expeditiously and accurately, escalating issues to Advisor when appropriate
• Issue instructions for client withdrawals, deposits, swaps and transfers according to client or Advisor instructions
• Ensure all client interaction is accurately documented
• Understand the required documentation for all client account types

• Provide marketing assistance to the Advisor by:
• Identifying opportunities to gather additional assets and/or increase revenue within the existing client base (e.g. referrals, consolidation of assets, insurance, etc.)
• Developing, distributing and maintaining marketing materials
• Organizing client events, including lunch & learns, seminars, client appreciation
• Maintaining or coordinating electronic marketing
• Managing the approval process for all marketing and mass communication

• Supporting the growth of the Advisor by:
• Reviewing and reducing all restricted accounts
• Managing the Bank referral process
• Reviewing the daily commission reports and following up on unpaid commissions
• Tracking the Growth Bonus payments and follow up
• Preparing, analyzing, and presenting reports and recommendations, financial plans/concepts, insurance, annual trading summary etc. to the Advisor for review
• Providing recommendations for improvement to business processes, additional value to clients, and utilization of our Team of Experts

• Contribute to the effective functioning of the branch team by:
• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Education and Accreditation

• Canadian Securities Course (CSC)
• Conduct and Practices Handbook (CPH)
• Investment Representative Training (IRT)
• Post secondary

« 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.”

Working Conditions

• The role operates within a standard office environment.
• The branch is a fast paced often high stress environment often with conflicting demands.
• Seminars and client/prospect events are often held in the evening which can require a longer than usual working day.

Location

Location(s): Canada : Quebec : Brossard

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. If you require technical assistance, please click here. 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.