Wealth Admin & Client Services Associate

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

Benefits offered by this job

Competitive compensation and benefits package

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Free access to Scotia Academy for development

Job summary

A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service. The role involves managing administrative processes, entering client trades, and responding to inquiries. Candidates should have experience in the securities industry, CIRO approval, and strong communication skills. This position offers a competitive compensation package, a collaborative work environment, and opportunities for personal development through Scotia Academy.

Responsibilities

• Manage all administrative processes for effective client administration.
• Support advisors by entering client trades and identifying client needs.
• Respond to client inquiries and resolve issues promptly.
• Coordinate marketing materials, events, and seminars.
• Track reports for Wealth Advisors to review financial plans and targets.
• Build relationships across departmental contacts.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative and work independently

Meticulous attention to detail

Exceptional client service skills

Education

Approval as an Investment Representative (IR) with CIRO

Job description

A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service. The role involves managing administrative processes, entering client trades, and responding to inquiries. Candidates should have experience in the securities industry, CIRO approval, and strong communication skills. This position offers a competitive compensation package, a collaborative work environment, and opportunities for personal development through Scotia Academy.