Wealth Management Administrative Specialist

Scotia Wealth Management; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking an Administrative Associate in Barrie, Ontario. This role involves managing client administration and supporting Wealth Advisors in providing exceptional client service and executing transactions. Ideal candidates will have experience in the securities industry, excellent communication skills, and CIRO approval as an Investment Representative. This position offers a competitive compensation package and learning opportunities in a collaborative environment.

Benefits

Competitive Compensation and Benefits

Pension Plan

Employee Share Ownership Plan

Learning and Development access

Qualifications

• Experience in the securities industry is a must.
• Must have CIRO approval as an Investment Representative.
• Strong written and verbal communication skills are essential.

Responsibilities

• Manage all administrative processes and escalations.
• Support advisors with portfolio reviews and client trades.
• Respond to client inquiries and resolve issues efficiently.

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

Education

Approval as an Investment Representative with CIRO

Job description

A leading financial services company is seeking an Administrative Associate in Barrie, Ontario. This role involves managing client administration and supporting Wealth Advisors in providing exceptional client service and executing transactions. Ideal candidates will have experience in the securities industry, excellent communication skills, and CIRO approval as an Investment Representative. This position offers a competitive compensation package and learning opportunities in a collaborative environment.