Administrative Associate

Responsibilities

• Manage all administrative processes and escalations to ensure effective client administration
• Support Wealth Advisors by entering client trades and assisting with regular portfolio reviews
• Respond to client inquiries and resolve issues in a timely and professional manner
• Provide marketing assistance by coordinating materials, events, and seminars
• Manage tracking reports to help Wealth Advisors review targets, recommendations, and financial plans
• Build effective working relationships across various departmental and business line contacts

Requirements

• Experience in the securities industry
• CIRO Investment Representative (IR) approval
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Meticulous attention to detail
• Ability to take initiative and work independently to meet deadlines

Benefits

• Competitive compensation and benefits package including annual incentive plans
• Pension Plan and Employee Share Ownership Plan
• Favourable employee rates for employee banking
• Access to Scotia Academy for continuous learning and professional development

About the Company

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm dedicated to helping clients grow and protect their wealth. We offer a collaborative, team-based environment that values integrity, client focus, and continuous growth.