Wealth Advisory Administrative Associate

Scotiabank; Vancouver; On-site; CAD 48,000 - 58,000; Full time

Job summary

A leading financial institution in Vancouver is seeking an Administrative Associate. In this role, you will contribute to the success of Wealth Advisors by providing high-level client service and managing administrative processes. Ideal candidates will have experience in the securities industry, strong organizational skills, and a commitment to exceptional client service. Join a collaborative team focused on making a real impact in clients' lives within an inclusive work environment.

Benefits

Competitive Compensation

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities

Qualifications

• Approval as an Investment Representative (IR) with CIRO required.
• Experience managing administrative processes in a client-focused environment.
• Meticulous attention to detail is essential.

Responsibilities

• Manage client administration and resolve inquiries effectively.
• Support financial advisors with client trades and portfolio reviews.
• Coordinate marketing materials and seminars.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to work independently

Attention to detail

Exceptional client service skills

Job description

A leading financial institution in Vancouver is seeking an Administrative Associate. In this role, you will contribute to the success of Wealth Advisors by providing high-level client service and managing administrative processes. Ideal candidates will have experience in the securities industry, strong organizational skills, and a commitment to exceptional client service. Join a collaborative team focused on making a real impact in clients' lives within an inclusive work environment.