Wealth Advisory Administrative Associate

Scotia Wealth Management; Vancouver; Presencial; CAD 40.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension Plan

Employee Share Ownership Plan

Competitive compensation

Descripción de la vacante

ScotiaMcLeod, within Scotia Wealth Management, seeks an Administrative Associate to support one or more Wealth Advisors. You will ensure high levels of client service and handle day-to-day administration and trading activities to help the practice run smoothly.

Located in Vancouver, BC, this role offers a collaborative, team-based environment with opportunities to grow, learn through Scotia Academy, and participate in a comprehensive benefits package.

Formación

• Experience in the securities industry.
• Approval as an Investment Representative (CIRO) would be considered an asset.
• Excellent verbal and written communication.
• Strong organizational skills.
• Ability to take initiative, work independently and meet deadlines.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills, providing a professional and respectful experience.

Responsabilidades

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships; by supporting the advisor in regular reviews of portfolios and entering client trades as directed.
• Provide marketing assistance by coordinating materials, events and seminars to increase assets and/or revenue.
• Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts.
• Build effective working relationships across departments and business lines by collaborating and sharing knowledge.

Conocimientos

Experience in securities industry

CIRO approval

Excellent verbal & written comms

Strong organizational skills

Initiative & independence

Attention to detail

Exceptional client service

Descripción del empleo

ScotiaMcLeod, within Scotia Wealth Management, seeks an Administrative Associate to support one or more Wealth Advisors. You will ensure high levels of client service and handle day-to-day administration and trading activities to help the practice run smoothly.

Located in Vancouver, BC, this role offers a collaborative, team-based environment with opportunities to grow, learn through Scotia Academy, and participate in a comprehensive benefits package.