Wealth Admin Associate – Client Services & Operations

Scotiabank; Vancouver; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Pension Plan

Employee Share Ownership Plan

Employee banking rates

Scotia Academy learning & development

Job summary

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a high-trust team environment.

You will collaborate with advisors and colleagues, ensuring timely, accurate processing and a professional client

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 time management.
• Exceptional client service skills.

Responsibilities

• Contribute to the overall success of one or more Wealth Advisors by providing high-level client service through administration and day-to-day trading of their business.
• Manage administrative processes and escalations requiring investigation.
• Enter client trades as directed and support regular portfolio reviews.
• Provide marketing support by coordinating materials, events and seminars.
• Track reports for Wealth Advisor review of targets, recommendations, and financial plans.
• Build cross-departmental relationships and share knowledge.

Job description

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a high-trust team environment.

You will collaborate with advisors and colleagues, ensuring timely, accurate processing and a professional client