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Scotia Mc Leod IIA Administrative Associate - International Branch
Location:
Toronto
Description:
Requisition ID: 183573 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. 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 up-to-date 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 • Utilize Microsoft Office Suite of Products, Charles River (trading platform), Salesforce (CRM) and other related software, applications & resources to support the business 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Scotia Mc Leod IIA Administrative Associate - International Branch
Scotia Mc Leod IIA Administrative Associate - International Branch is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod IIA Administrative Associate - International Branch by searching Oodle for Clerical Administrative Specialist Jobs.
Scotia Mc Leod IIA Administrative Associate - International Branch is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod IIA Administrative Associate - International Branch by searching Oodle for Clerical Administrative Specialist Jobs.