ScotiaMcLeod Administrative Associate - Toronto Plaza
at
Scotiabank - Global Banking and Markets
ScotiaMcLeod Administrative Associate - Toronto Plaza
Company
Scotiabank - Global Banking and Markets
Location
Toronto, Ontario, Canada
Date Posted
January 6, 2025
**Job Title:** Administrative Associate
**Requisition ID:** 207142
**Company Overview:**
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has established a reputation for integrity through service excellence and trusted investment advice. Our advisors and teams focus on innovative methods to protect and grow clients' assets. Join us to deliver Enriched Thinking®, a unique client-centric approach to wealth management.
**Role Overview:**
As an Administrative Associate, you will contribute to the success of Wealth Advisors by providing a high level of client service through effective administration and day-to-day operations of their business.
**Key Responsibilities:**
- Manage all administrative processes and escalations requiring investigation to ensure effective client administration.
- Support advisors in regular portfolio reviews, enter client trades as directed, and identify client needs.
- Respond to client inquiries, resolve issues, and process transactions in a timely manner.
- Coordinate marketing materials, events, and seminars to identify opportunities for business growth.
- Track reports for Wealth Advisors, reviewing targets, recommendations, and financial plans/concepts.
- Build effective working relationships across departments by collaborating and sharing knowledge.
**Qualifications:**
- Experience in the securities industry; registration as an Investment Representative (IR) with CIRO is preferred.
- Excellent verbal and written communication skills.
- Strong organizational and time management skills.
- Ability to take initiative, work independently, and meet deadlines.
- Meticulous attention to detail and exceptional client service skills.
**What We Offer:**
- A commitment to diversity, inclusion, and development.
- Opportunities for learning and growth through Scotia Academy.
- A collaborative and innovative work environment.
- The chance to make a meaningful impact on our clients and communities.
**Location:**
Toronto, Ontario, Canada
**Application Process:**
To be considered for this role, please apply directly online. We appreciate the interest of all applicants in a career at Scotiabank; however, only candidates selected for an interview will be contacted.
**Accommodations:**
If you require accommodation during the recruitment process, please inform our Recruitment team.
Scotiabank is committed to maintaining an inclusive and accessible environment for everyone.