ScotiaMcLeod Administrative Support Assistant

Scotiabank; Calgary; On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Job summary

ScotiaMcLeod, a wealth management firm within Scotiabank, seeks an Administrative Support Assistant to back Advisors and their teams in Calgary, Alberta. You will onboard new client relationships digitally, handle account activity, and respond to client inquiries with accuracy and professionalism.

Ideal candidates have securities industry experience, strong organization, and the ability to work independently to meet deadlines, with meticulous attention to detail and time management.

Qualifications

• Experience in the securities industry.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and excellent time management.

Responsibilities

• Provide administrative support to one or more Advisors and their teams.
• Onboard new client relationships through digital account opening and documentation administration.
• Process client requests, account transfers, deposits, withdrawals and payments, tax receipts, and reporting.
• Respond to client inquiries and issues in a timely manner and escalate when needed.

Skills

Client service

Organizational skills

Initiative & independence

Job description

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title: ScotiaMcLeod Administrative Support Assistant

Requisition ID: 268583

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As a n Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Be responsible for onboarding new client relationships through digital account opening and documentation administration

Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting

Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisor

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

Strong organizationalskills

Ability to take initiative, work independently and meet deadlines

Meticulous attention to detail and excellent time management skills

Exceptional client service skills, providinga professionaland respectfulexperience

WHATS IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans,time off entitlements, Pension Plan, Employee Share Ownership Planandfavourable 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 : Alberta : Calgary
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.