At a Glance
- Tasks: Support Advisors with client service and account administration at ScotiaMcLeod.
- Company: Join ScotiaMcLeod, a leading wealth management firm in Toronto.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Other info: Opportunity for growth in a dynamic financial services environment.
- Why this job: Make a difference by helping clients manage their wealth effectively.
- Qualifications: Experience in the securities industry and strong communication skills required.
The predicted salary is between 42750 - 52250 $ per year.
Support Advisors and their teams at Scotia Mc Leod in Toronto through client service, account administration, and strong organizational skills.
This role focuses on accurate financial documentation.
As an Administrative Assistant, you will provide administrative support within Scotia Mc Leod.
You will onboard client relationships through digital account opening and documentation administration.
The work includes processing account activity, responding to inquiries, and escalating issues when required.
Key Responsibilities
- Onboard new client relationships through digital account opening
- Administer documentation for newly opened client relationships
- Process transfers, deposits, withdrawals, and client payments
- Handle tax receipt and account reporting requests
- Respond to inquiries and escalate issues when required
Requirements
- Experience in the securities industry
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Ability to work independently and meet deadlines
- Exceptional client service and time management skills
Bring securities industry experience, meticulous administration, and exceptional client service to support Scotia Mc Leod Advisors and their Toronto teams.
Wealth Management Administrative Assistant in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
