Wealth Advisory Administrative Associate — 12-Month Contract

Scotiabank; Markham; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading financial institution in York Region is seeking an Administrative Associate for a 12-month contract in Markham. The successful candidate will support Wealth Advisors by providing exceptional client service and managing administrative tasks. Responsibilities include client administration, responding to inquiries, and coordinating marketing efforts. The ideal candidate will have experience in the securities industry, possess strong organizational skills, and be an approved Investment Representative. Competitive compensation and benefits are offered in a collaborative environment.

Benefits

Competitive Compensation and Benefits

Annual incentive plans

Employee Share Ownership Plan

Learning and Development access

Qualifications

• Proven experience in the securities industry and client service.
• Strong verbal and written communication for client interactions.
• Ability to work independently and meet various deadlines.

Responsibilities

• Ensure effective client administration managing processes and escalations.
• Deepen client relationships through timely trades and inquiries.
• Provide marketing assistance for events and seminars.

Skills

Experience in the securities industry

Approval as an Investment Representative (IR)

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative and work independently

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution in York Region is seeking an Administrative Associate for a 12-month contract in Markham. The successful candidate will support Wealth Advisors by providing exceptional client service and managing administrative tasks. Responsibilities include client administration, responding to inquiries, and coordinating marketing efforts. The ideal candidate will have experience in the securities industry, possess strong organizational skills, and be an approved Investment Representative. Competitive compensation and benefits are offered in a collaborative environment.