Wealth Management Administrative Associate

Scotiabank; Charlottetown; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial institution is seeking an Administrative Associate in Charlottetown. This role requires excellent organizational and communication skills to support Advisors in daily operations and client service. The ideal candidate will have strong initiative, knowledge of Microsoft Office, and a post-secondary education. You will interact with clients, assist in marketing efforts, and support the branch team in a dynamic environment. This position offers the opportunity to develop a career in a well-respected firm.

Qualifications

• Excellent written and verbal communication skills.
• Strong organizational skills.
• Ability to take initiative and work independently.
• Ability to meet deadlines.
• Knowledge of Microsoft systems: Word, Excel and PowerPoint.
• Secondary education.

Responsibilities

• Support advisor in the regular review of clients’ portfolios.
• Gather research & product information for client accounts.
• Maintain client files and ensure accurate documentation.
• Assist in marketing efforts and client events.
• Build effective working relationships across the team.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines

Knowledge of Microsoft systems: Word, Excel and PowerPoint

Secondary education

Education

Post secondary education

Job description

A leading financial institution is seeking an Administrative Associate in Charlottetown. This role requires excellent organizational and communication skills to support Advisors in daily operations and client service. The ideal candidate will have strong initiative, knowledge of Microsoft Office, and a post-secondary education. You will interact with clients, assist in marketing efforts, and support the branch team in a dynamic environment. This position offers the opportunity to develop a career in a well-respected firm.