Wealth Management Admin Associate — Client Services & Ops

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

Job summary

A major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a supportive work environment are offered.

Benefits

Competitive Compensation and Benefits

Employee Share Ownership Plan

Learning and Development opportunities

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Ability to work independently and meet deadlines.

Responsibilities

• Ensure effective client administration and manage all administrative processes.
• Deepen relationships by supporting the advisor with portfolio reviews.
• Provide marketing assistance to increase assets and 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 major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a supportive work environment are offered.