Wealth Admin Associate: Client Service & Trade Support

Scotia Wealth Management; St. Catharines; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Favourable employee banking rates

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service and day-to-day trading activities. You will help manage administration and facilitate client transactions within a collaborative team environment.

You will assist with portfolio reviews, trade entry as directed by clients or Advisors, respond to inquiries, and coordinate marketing materials and events to identify opportunities for assets and revenue

Qualifications

• 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.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships; supporting the advisor in regular reviews of portfolios.
• Entering client trades as directed by the client or Advisor and identifying client needs.
• 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.

Skills

Client service

Communication

Time management

Initiative

Attention to detail

Organization

Client inquiries handling

Education

CIRO IR approval

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service and day-to-day trading activities. You will help manage administration and facilitate client transactions within a collaborative team environment.

You will assist with portfolio reviews, trade entry as directed by clients or Advisors, respond to inquiries, and coordinate marketing materials and events to identify opportunities for assets and revenue