Hybrid Administrative Assistant for Wealth Planning Growth

Scotiabank; United States; Hybride; USD 30 000 - 38 000; Plein temps

Avantages offerts par ce poste

Hybrid work arrangement

Inclusive work culture

Remote work flexibility

Résumé du poste

Scotiabank is seeking an Administrative Assistant to support Financial Planners in wealth management growth and client relationships. The role partners with an extended national Admin team to deliver timely administrative services and exceptional client experiences.

This hybrid position requires a post-secondary business degree, Mutual Fund license, and strong organizational skills. English/French bilingual ability is an asset.

Qualifications

• Post-secondary degree in business or related field.
• Mutual Fund License is required.
• Bilingual in English and French is an asset.
• Hybrid position with the ability to meet in person.
• Strong organizational and interpersonal skills.

Responsabilités

• Support Financial Planners in developing wealth management opportunities and client relationships.
• Provide day-to-day administrative support and ensure smooth operations.
• Collaborate with a national Administration team to maintain standards.
• Maintain compliance with risk, AML/ATF, and conduct guidelines.

Connaissances

Customer service

Organizational skills

Interpersonal communication

Attention to detail

Team player

Growth mindset

Bilingual EN/FR asset

Formation

Post-secondary degree in business or related field

Description du poste

Scotiabank is seeking an Administrative Assistant to support Financial Planners in wealth management growth and client relationships. The role partners with an extended national Admin team to deliver timely administrative services and exceptional client experiences.

This hybrid position requires a post-secondary business degree, Mutual Fund license, and strong organizational skills. English/French bilingual ability is an asset.