ScotiaMcLeod Administrative Associate - London, ON

Scotiabank; London; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Job summary

Scotiabank in London, ON is seeking an Administrative Associate to support Wealth Advisors with client service, administrative processes, and day-to-day trading support. You will help manage inquiries, complete client transactions as directed, and coordinate materials for seminars to help grow assets and revenue.

The role emphasizes eye for detail, strong organization, and the ability to work independently while meeting deadlines.

Qualifications

• Experience in the securities industry is required or highly valued.
• Approval as an Investment Representative (IR) with CIRO is preferred.
• Excellent verbal and written communication skills.
• Strong organizational abilities and time management are essential.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and client-focused service mindset.

Responsibilities

• Provide high-level client service by managing administrative processes and escalations.
• Support Wealth Advisor reviews of portfolios and enter client trades as directed.
• Respond to client inquiries, resolve issues, and execute client transactions promptly.
• Assist with marketing by coordinating materials, events and seminars to identify opportunities for assets/revenue.
• Maintain tracking reports for Wealth Advisor targets, recommendations, and financial plans.
• Collaborate across departments and teams to share knowledge and support business growth.

Skills

Experience in securities industry

CIRO Investment Representative (IR)

Excellent verbal and written沟?

Strong organizational skills

Initiative, independent work

Attention to detail & time management

Exceptional client service

Job description

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Title: ScotiaMcLeod Administrative Associate - London, ON

Requisition ID: 278139
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

BRIEF INTRODUCTION

As a n 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 administrati on and day-to-day trading of their business .

IS THIS ROLE RIGHT FOR YOU

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; by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs


• by 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 increase 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

We would love to work with you if you have:

• 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.

#SWM

Location(s): Canada : Ontario : London (ON)

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and our 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.