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ScotiaMcLeod Administrative Associate - Mississauga

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Scotiabank

28d ago

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Banking & Finance
  • Mississauga

AI generated summary

  • You need securities industry experience, CIRO Investment Representative registration, strong communication, organizational, and client service skills, plus attention to detail and time management.
  • You will manage client administration, support advisors with portfolio reviews, resolve inquiries, coordinate marketing events, track business metrics, and foster collaboration across departments.

Requirements

  • Experience in the securities industry
  • Already duly registered as an Investment Representative (IR) with CIRO
  • Excellent verbal and written communication
  • Strong organizational skills
  • Ability to take initiative, work independently and meet deadlines
  • Meticulous attention to detail and excellent time management skills
  • Exceptional client service skills

Responsibilities

  • Ensure effective client administration by managing all administrative processes and escalations requiring investigation
  • Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
  • Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
  • Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts
  • Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

FAQs

What is the primary responsibility of the ScotiaMcLeod Administrative Associate?

The primary responsibility is to contribute to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved through effective administration and day-to-day trading of their business.

What qualifications are required for this position?

Candidates should have experience in the securities industry and must be duly registered as an Investment Representative (IR) with CIRO.

What are the essential skills for this role?

Essential skills include excellent verbal and written communication, strong organizational abilities, the ability to take initiative and work independently, meticulous attention to detail, exceptional client service skills, and excellent time management skills.

What kind of training or development opportunities does ScotiaMcLeod offer employees?

ScotiaMcLeod offers free access to Scotia Academy for employees to upskill and develop their skills.

Is there a commitment to diversity and inclusion at ScotiaMcLeod?

Yes, ScotiaMcLeod is committed to creating a diverse and inclusive environment that encourages creativity, curiosity, and celebrates success.

Where is the ScotiaMcLeod Administrative Associate position located?

The position is located in Mississauga, Ontario, Canada.

How does ScotiaMcLeod contribute to the community?

ScotiaMcLeod is committed to making a difference in communities for both clients and employees.

What type of working environment can employees expect?

Employees can expect an inclusive working environment that encourages collaboration and innovation.

Do applicants need to apply online?

Yes, candidates must apply directly online to be considered for this role.

Will all applicants be contacted regarding their application status?

No, only those candidates who are selected for an interview will be contacted.

Finance
Industry
10,001+
Employees

Mission & Purpose

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