Wealth Advisory Administrative Associate

Scotia Wealth Management; Fredericton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication skills, as well as relevant post-secondary education. Join a collaborative team dedicated to enhancing client success and achieving professional growth.

Benefits

Collaborative work environment

Opportunities for professional growth

Qualifications

• Knowledge of the regulatory requirements for licensing as an Investment Representative with CIRO.
• Able to manage competing demands in a fast-paced environment.

Responsibilities

• Assist Advisor with day-to-day trading and administration tasks.
• Ensure high level of client service and effective client administration.
• Support marketing efforts and assist in growth of the Advisor.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Knowledge of Microsoft systems: Word, Excel and PowerPoint

Education

Post secondary education

Job description

A leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication skills, as well as relevant post-secondary education. Join a collaborative team dedicated to enhancing client success and achieving professional growth.