Wealth Management Administrative Specialist

Scotiabank; Markham; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Scotia Academy access

Employee benefit programs

Job summary

ScotiaMcLeod Administrative Associate in Markham, Ontario, joins Scotia Wealth Management to support client administration, inquiries, and event coordination, delivering high-quality service in a fast-paced, team-based environment.

You will assist advisors with portfolio reviews, processing client inquiries, preparing materials for meetings, and tracking client activity, while upholding the firm’s Enriched Thinking approach and commitment to client success.

Qualifications

• Experience in the securities industry is not listed as required in the snippet, but strong communication and organizational skills are emphasized.
• Ability to manage client interactions and coordinate administrative tasks with accuracy.

Responsibilities

• Manage administrative processes and handle escalations for clients.
• Support the advisor with portfolio reviews and client inquiries; process client trades as directed.
• Coordinate materials, events and seminars to identify opportunities for assets or revenue.
• Support tracking reports for Wealth Advisor to review targets and financial plans.
• Collaborate with multiple departments to share knowledge and improve service delivery.

Skills

Verbal and written communication

Organizational skills

Time management

Client service excellence

Initiative and independence

Job description

ScotiaMcLeod Administrative Associate in Markham, Ontario, joins Scotia Wealth Management to support client administration, inquiries, and event coordination, delivering high-quality service in a fast-paced, team-based environment.

You will assist advisors with portfolio reviews, processing client inquiries, preparing materials for meetings, and tracking client activity, while upholding the firm’s Enriched Thinking approach and commitment to client success.