Support Wealth Advisors in London, Ontario, using securities industry experience, client service, and precise trading administration. Manage client needs through responsive daily support.
As an Administrative Associate at Scotiabank, you will contribute to the success of one or more Wealth Advisors. The role combines client administration, portfolio review support, trade entry, and timely transaction processing. You will also coordinate marketing activities and maintain tracking reports supporting targets, recommendations, and financial plans or concepts.
Key Responsibilities:

Manage administrative processes and investigate client escalations
Enter client trades as directed by clients or Advisors
Respond to inquiries and resolve issues promptly
Coordinate marketing materials, events, and seminars
Maintain tracking reports for Wealth Advisor review
Requirements:

Experience in the securities industry
Investment Representative approval with CIRO
Excellent verbal and written communication
Strong organizational and time management skills
Ability to work independently and meet deadlines
Apply your securities knowledge, client service expertise, and administrative precision supporting Scotiabank Wealth Advisors in London.

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Wealth Management Administrative Associate