Wealth Admin Support Specialist

Scotiabank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking an Administrative Associate in Montreal to enhance client service by managing administrative tasks and trading operations for Wealth Advisors. You will support advisors by addressing client inquiries, coordinating marketing materials, and tracking reports to support business growth. Applicants should have experience in the securities industry, strong communication skills, and a commitment to exceptional client service. This role promises a collaborative and inclusive working environment.

Benefits

Commitment to diversity and inclusion

Opportunities for learning and development

Collaborative team environment

Access to Scotia Academy for skills development

Qualifications

• Experience in the securities industry is required.
• Excellent verbal and written communication skills are a must.
• Organizational skills to manage multiple tasks effectively.

Responsibilities

• Ensure effective client administration by managing processes and escalations.
• Support the advisor in portfolio reviews and host client inquiries.
• Coordinate marketing materials and events to increase opportunities.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Education

Willingness to become duly registered as an Investment Representative (IR) with CIRO

Job description

A leading financial services organization is seeking an Administrative Associate in Montreal to enhance client service by managing administrative tasks and trading operations for Wealth Advisors. You will support advisors by addressing client inquiries, coordinating marketing materials, and tracking reports to support business growth. Applicants should have experience in the securities industry, strong communication skills, and a commitment to exceptional client service. This role promises a collaborative and inclusive working environment.