ScotiaMcLeod Administrative Associate - Waterloo

Scotiabank; Southwestern Ontario; Presencial; CAD 52 000 - 66 000; Tempo integral

Resumo da oferta

Scotiabank’s ScotiaMcLeod team in Waterloo seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading activities. The role focuses on efficient administration, timely responses to client inquiries, and collaboration across departments to drive asset growth.

The position emphasizes accurate portfolio administration, event coordination, and maintaining reporting for advisor targets and financial plans in a fast-paced, client-focused environment.

Qualificações

• 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.

Responsabilidades

• Ensure effective client administration by managing all administrative processes and escalations.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support the advisor in regular reviews of portfolios and entering client trades as directed.
• Respond to client inquiries, resolve issues and effect client transactions promptly.
• Provide marketing assistance by coordinating materials, events and seminars to increase assets and/or revenue.
• Support the growth of the business by managing tracking reports for Wealth Advisor.

Conhecimentos

Experience in the securities industry

CIRO IR approval

Excellent verbal and written communic

Strong organizational skills

Independent worker

Attention to detail

Exceptional client service

Descrição da oferta de emprego

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ScotiaMcLeod Administrative Associate - Waterloo

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

• 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

• 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(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.