Wealth Administrative Associate: Client Service & Trade Support

Scotiabank; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Ottawa seeks an Administrative Associate to support Wealth Advisors by managing client administration and marketing initiatives. The role requires experience in the securities industry and an Investment Representative approval. Join a collaborative team providing exceptional client service and innovative solutions to enhance client relationships and business growth. Competitive compensation and a comprehensive benefits package are offered.

Benefits

Competitive Compensation and Benefits

Pension Plan

Employee Share Ownership Plan

Flexible time off

Qualifications

• Experience in the securities industry is preferred.
• Must have approval as an Investment Representative.
• Strong communication skills and attention to detail are essential.

Responsibilities

• Manage administrative processes and client inquiries.
• Support Wealth Advisors with portfolio reviews and client transactions.
• Coordinate marketing materials and events to increase revenue.

Skills

Experience in the securities industry

Approval as an Investment Representative (IR)

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution in Ottawa seeks an Administrative Associate to support Wealth Advisors by managing client administration and marketing initiatives. The role requires experience in the securities industry and an Investment Representative approval. Join a collaborative team providing exceptional client service and innovative solutions to enhance client relationships and business growth. Competitive compensation and a comprehensive benefits package are offered.