ScotiaMcLeod Administrative Support Assistant

About ScotiaMcLeod

ScotiaMcLeod, a key division of Scotia Wealth Management®, is a comprehensive wealth management firm established in 1921. We are recognized for delivering exceptional service, providing trusted financial guidance, and fostering a cooperative work environment. Our mission is to assist clients in growing and safeguarding their wealth by thoroughly understanding their complete financial landscape, encompassing their life, family, business, and future aspirations.

Our distinctive Enriched Thinking® methodology integrates investment, wealth planning, and advisory expertise to craft highly personalized financial solutions. You will be part of an innovative, team-oriented setting that prioritizes integrity, client-centricity, and ongoing professional development.

At ScotiaMcLeod, you will not only advance your career but also join an organization where innovative ideas flourish, collaboration is encouraged, and you are empowered to achieve your full potential while making a meaningful impact on your clients' lives.

Job Summary

The Administrative Support Assistant will provide essential administrative assistance to one or more Financial Advisors and their respective teams.

Key Responsibilities

• Facilitate the onboarding of new clients by managing digital account opening processes and documentation.
• Process various client requests, including account transfers, deposits, withdrawals, payments, and requests for tax receipts and account statements.
• Address client inquiries and resolve issues promptly and efficiently, escalating complex matters to the Advisor as needed.

Required Skills and Qualifications

• Previous experience within the securities industry is highly desirable.
• Proficiency in both verbal and written communication.
• Strong organizational capabilities and the ability to manage multiple tasks.
• Demonstrated initiative, capacity for independent work, and adherence to deadlines.
• Exceptional attention to detail and effective time management skills.
• Superior client service skills, ensuring a professional and respectful client experience.

What We Offer

• A competitive remuneration and benefits package, including annual incentive programs, generous time off, a Pension Plan, Employee Share Ownership Plan, and preferential banking rates for employees.
• The chance to join a progressive company within a supportive team of forward-thinking professionals.
• Commitment to community engagement, benefiting both employees and clients.
• An inclusive workplace that fosters creativity, curiosity, and celebrates achievements.
• Extensive learning and development opportunities through free access to the Scotia Academy for skill enhancement.

Additional Information

This role is located in St. Catharines, Ontario, Canada. Scotiabank is a leading financial institution in the Americas, dedicated to helping customers achieve success through a wide array of financial advice, products, and services. We are committed to fostering an inclusive and accessible environment for all employees and candidates. Accommodation requests during the recruitment process should be directed to the Recruitment team.