ScotiaMcLeod Administrative Support Assistant - Rosedale

Scotia Wealth Management; Toronto; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Compensation & Benefits

Forward-thinking team

Community impact

Inclusive environment

Scotia Academy access

Job summary

ScotiaMcLeod, part of Scotia Wealth Management, seeks an Administrative Support Assistant to provide administrative support to Advisors and their teams in Toronto. You will handle onboarding, client requests, and routine documentation, ensuring accurate processing and timely responses.

The role emphasizes client service, organization, and independence in a collaborative, growth‑oriented environment within a leading wealth management firm.

Qualifications

• Experience working in the securities industry.
• Excellent verbal and written communication skills.
• Strong organizational abilities and time management.
• Ability to take initiative and work independently to meet deadlines.
• Meticulous attention to detail in client servicing and data handling.

Responsibilities

• Onboard new client relationships through digital account opening and documentation administration.
• Process client requests, transfers, deposits, withdrawals, payments, tax receipts, and account reporting.
• Respond to client inquiries in a timely, professional manner and escalate to Advisor when needed.

Skills

Experience in securities industry

Excellent verbal and written沟通

Strong organizational skills

Initiative & independence

Attention to detail

Time management

Exceptional client service

Job description

Requisition ID: 267808

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.

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

• 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

Location(s): Canada : Ontario : Toronto

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. 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.