Scotiamcleod Administrative Associate - Toronto, Canada - Scotiabank
Description
What you'll be doing
As an Administrative Associate, you will assist an established Wealth Advisor in providing exceptional client support and day-to-day trading administration of their business.
Is this role right for you? In this role you will:
- Provide and maintain a high level of customer service and effectively build working relationships with business partners
- Execute client trades and remain uptodate with all regulatory rules and trading activities as it relates to client accounts
- Investigate and resolve issues, escalating to the Advisor when appropriate
- Prepare tax packages, year end checklists, documents for client meetings and financial planning
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- Experience working in banking industry, preferably within full-service brokerage
- Completed IIROC licenses and registered as an Investment Representative
- Solid understanding of industry and firm's compliance regulations & requirements
- Excellent verbal & written communication skills
- Strong organizational skills, ability to prioritize, and a keen attention to detail
What's in it for you?
- A rewarding career path and support towards your professional development and growth
- Indepth training and coaching to help you succeed in the role
- Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan
- Be a part of and contribute to a culture of inclusion, diversity, and potential
- 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.
More jobs from Scotiabank
-
Global Banking and Markets
Toronto, Canada - 1 day ago
-
Investment Specialist Associate
Vernon, Canada - 1 week ago
-
Bilingual Transfer Officer
Mississauga, Canada - 3 weeks ago
-
Planificateur Financier
Gatineau, Canada - 2 days ago
-
Lead Data Analyst, Sas
Toronto, Canada - 1 week ago
-
Customer Experience Associate
Ottawa, Canada - 1 week ago