ScotiaMcLeod Administrative Support Assistant

Scotia Wealth Management; Calgary; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Pension plan

Employee share ownership plan

Favourable employee banking rates

Scotia Academy learning & development

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is seeking an Administrative Support Assistant to provide essential support to Advisors and their teams in Calgary. You will assist onboarding new client relationships and handle documentation efficiently.

Responsibilities include processing client requests, transfers, deposits and payments, and responding to inquiries promptly to ensure a high-quality client experience.

Qualifications

• Experience in the securities industry.
• 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.

Responsibilities

• 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

Skills

Securities experience

Communication

Organizational skills

Initiative & independence

Attention to detail

Client service

Job description

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 an 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
• 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

#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.

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.