Wealth Management Administrative Assistant (Hybrid)

Scotiabank; United States; Hybrid; USD 39,000 - 53,000; Full time

Job summary

Scotiabank is seeking an Administrative Assistant to support Financial Planners in developing wealth management business acquisitions and client relationships. This role focuses on day-to-day administrative tasks, delivering strong client experiences, and supporting a national Administration team in a hybrid environment.

The role requires a post-secondary business degree or equivalent experience, and a Mutual Fund License is required.

Qualifications

• Post-secondary degree in business or related field, or equivalent working experience.
• Mutual Fund License is required.
• Hybrid position with the ability to meet in person with clients.
• Bilingual in English and French is an asset.

Responsibilities

• Support the development of new wealth management business acquisitions and relationships in target markets alongside Financial Planners.
• Assist with day-to-day administrative tasks and activities to enable operational excellence.
• Serve as a trusted partner, building cross-functional relationships to optimize business outcomes.
• Deliver exceptional client experiences and support the national Administration team.

Skills

Organizational skills

Communication

Time management

Customer service

Bilingual English/French (asset)

Education

Post-secondary degree

Mutual Fund License

Job description

Scotiabank is seeking an Administrative Assistant to support Financial Planners in developing wealth management business acquisitions and client relationships. This role focuses on day-to-day administrative tasks, delivering strong client experiences, and supporting a national Administration team in a hybrid environment.

The role requires a post-secondary business degree or equivalent experience, and a Mutual Fund License is required.