Administrative Associate - Scotiabank, Victoria

Position summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate in Victoria to contribute to the overall success of one or more Wealth Advisors. In this Scotiabank career opportunity, you will ensure a high level of client service achieved through effective administration and day-to-day trading of their business.

Key duties

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service to deepen relationships by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
• Respond 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 or identify opportunities to increase assets and or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans or concepts
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

Requirements

• Experience in the securities industry
• Approval as an Investment Representative with the Canadian Investment Regulatory Organization
• Excellent verbal and written communication skills
• 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, providing a professional and respectful experience

The team

As part of ScotiaMcLeod, you join a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we are committed to helping clients grow and protect their wealth. You will be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.