ScotiaMcLeod Administrative Associate - West Vancouver

Scotiabank; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Vancouver is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, responding to inquiries, and facilitating effective communication. Ideal candidates will have experience in the securities industry, excellent organizational skills, and client service abilities. Join a collaborative team that prioritizes client success and offers competitive compensation including a comprehensive benefits package.

Benefits

Competitive Compensation and Benefits

Collaborative team environment

Access to learning and development resources

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Meticulous attention to detail and excellent time management skills.

Responsibilities

• Manage client administration and escalations effectively.
• Support the advisor in regular portfolio reviews.
• Respond to client inquiries and resolve issues quickly.

Skills

Excellent verbal and written communication

Strong organizational skills

Client service skills

Attention to detail

Ability to work independently

Job description

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.

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.
• 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.

Whats 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

Canada : British Columbia : West Vancouver

About Scotiabank

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.

Accommodation and Accessibility

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.