ScotiaMcLeod Administrative Associate - Waterloo

Scotia Wealth Management; Southwestern Ontario; Vor Ort; CAD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Scotia Academy for upskilling

Zusammenfassung

Scotiabank is seeking an Administrative Associate to support Wealth Advisors by delivering high-quality client service and handling daily administrative and trading tasks. You will assist with portfolio reviews, client inquiries, and executing client transactions while coordinating marketing efforts to identify growth opportunities.

Ideal candidates have securities industry experience, CIRO IR approval, excellent communication and strong organizational skills to manage deadlines and workload in

Qualifikationen

• Experience in the securities industry.
• Approval 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 time management.
• Exceptional client service.

Aufgaben

• Provide client administration for Wealth Advisors and day-to-day trading support.
• Maintain high levels of client service and deepen relationships.
• Enter client trades as directed by client or Advisor and respond to inquiries.
• Coordinate marketing materials, events and seminars to drive assets/revenue.
• Track reports for Wealth Advisor targets, recommendations and financial plans.

Kenntnisse

Securities industry experience

CIRO investment approval

Communication skills

Organizational skills

Initiative & independence

Attention to detail

Client service excellence

Jobbeschreibung

Requisition ID: 276839

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

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

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 : Waterloo

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