Wealth Management Administrative Associate

Scotiabank; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Administrative Associate to support Wealth Advisors with high client service standards. Responsibilities include managing administrative tasks, assisting in marketing efforts, and fostering relationships across departments. The ideal candidate should have experience in the securities industry, strong communication skills, and be detail-oriented. This role offers the opportunity to thrive in a collaborative and inclusive environment while making a positive impact on client futures.

Benefits

Learning and Development opportunities

Diversity and inclusion initiatives

Collaborative team environment

Qualifications

• Willingness to become duly registered as an Investment Representative (IR) with CIRO.
• Ability to work independently and meet deadlines.

Responsibilities

• Manage all administrative processes for Wealth Advisors.
• Support advisors in entering client trades and resolving inquiries.
• Provide marketing assistance to grow assets and revenue.

Skills

Experience in the securities industry

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution in Montreal is seeking an Administrative Associate to support Wealth Advisors with high client service standards. Responsibilities include managing administrative tasks, assisting in marketing efforts, and fostering relationships across departments. The ideal candidate should have experience in the securities industry, strong communication skills, and be detail-oriented. This role offers the opportunity to thrive in a collaborative and inclusive environment while making a positive impact on client futures.