All jobs within 50 km around Greater Sudbury in Administrative Jobs

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS
We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHAT’S IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

Purpose of Job: 

This is a unique opportunity to join the dynamic and continually growing world of Scotia Wealth Management. The SWM receptionist/Branch Systems Administrator welcomes and interacts with our high net worth clients.
 

WHAT YOU'LL BE DOING

In this role you will:

• Receives all visitors, including phone calls and responding or forwarding to the appropriate individual 
• Performs daily mailroom duties and deliveries
• Ensures all technology is running at maximum efficiency and reports issues
• Accepts and arranges courier of parcels to ensure timely distribution of packages and documents
• Coordinates meetings rooms and conference calls ensuring action items and deliverables are handled
• Coordinates any internal communication to staff
• Organizes and maintains various filing systems
• Maintains office supplies inventory at proper levels and ensures timely ordering
• Assists with security related activities and key holder responsibilities
• Acts as back-up to the Branch Operations Assistant
• Coordinates any special events as required

DO YOU HAVE THE SKILLS

We'd Love to work with you if you have:

• Superior customer service skills
• High level of problem solving abilities
• Outstanding written and oral communication skills
• Highly organized with the proven ability to manage multiple priorities and deadlines
• Effectively interface and develop working relationships with all levels of the organization and external clients
• Ability to work independently 

WHAT’S IN IT FOR YOU

• At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• You will join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, and curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills