IIA Admin Associate - Scotiabank, Toronto

AI Summary

This IIA Administrative Associate role at Scotiabank in Toronto supports Wealth Advisors within the International Investment Advisory team. Key duties involve ensuring high levels of client service through effective administration and managing day-to-day business operations.

Top requirements include experience in the securities industry and approval as an Investment Representative (IR) with CIRO, alongside exceptional client service skills and strong organizational abilities.

About the Opportunity

Scotiabank is actively seeking talent for current and future opportunities within its International Investment Advisory team. This position is integral to the success of Wealth Advisors, focusing on delivering exceptional client service through meticulous administrative support and efficient management of daily investment activities. The ideal candidate will demonstrate a commitment to results within an inclusive and high-performing culture, contributing to a collaborative and fast-paced environment that values both individual initiative and team synergy.

As an Administrative Associate, you will play a crucial role in maintaining strong client relationships by supporting advisors in portfolio reviews, accurately entering client trades as directed, and proactively identifying client needs. Your ability to respond to client inquiries, resolve issues, and process client transactions in a timely and responsive manner will be vital. This role also involves providing marketing assistance, coordinating materials, events, and seminars to identify and increase opportunities for asset and revenue growth, directly supporting the overall business objectives of the team.

Key Responsibilities and Contributions

A significant part of this role involves ensuring effective client administration by expertly managing all administrative processes and handling escalations that require investigation. You will consistently demonstrate high levels of client service, which is paramount to deepening relationships and fostering trust. This includes supporting advisors in regular reviews of investment portfolios and executing client-directed trades with precision. Furthermore, you will be responsible for responding to client inquiries, resolving issues efficiently, and effecting client transactions promptly, ensuring a seamless and professional experience.

Beyond direct client interaction, this position supports the growth of the business by managing tracking reports for Wealth Advisors, allowing them to review targets, recommendations, and financial plans or concepts. Building effective working relationships across various departmental and business line contacts is also a core expectation, achieved through active collaboration and the sharing of knowledge and experience. This comprehensive approach ensures that all aspects of the investment advisory practice operate smoothly and effectively, contributing to the team's overall success.

Skills and Experience for Success

To thrive in this Administrative Associate role, candidates must possess significant experience in the securities industry, demonstrating a deep understanding of its operational nuances. Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) is a mandatory qualification, underscoring the investment-focused nature of the position. Excellent verbal and written communication skills are essential for clear and professional interaction with clients and colleagues alike, ensuring that all administrative and service-related communications are precise and effective.

Furthermore, strong organizational skills, coupled with the ability to take initiative, work independently, and consistently meet deadlines, are critical for managing a demanding workload. Meticulous attention to detail and excellent time management skills will ensure accuracy in all tasks, from trade entry to client record keeping. Exceptional client service skills are paramount, enabling you to provide a professional and respectful experience for every client. While not required, Spanish language skills are considered a valuable asset, reflecting Scotiabank's diverse client base and global reach.