ScotiaMcLeod Administrative Associate Full-time Job

Primarily, the administrative partner assists the advisor with the day-to-day operations and administration of the business. He or she may assist more than one advisor, for multiple types of businesses.

Is this position right for you? For this position you will need to:

 

Ensure a high level of customer service:

• Assist the Advisor in the regular review of client portfolios to define client needs for the services of the expert team
• Review the portfolio to ensure that it matches the current or updated risk profile and is aligned with the applicable investment program
• Collect research materials and product information from internal and external sources
• Place client orders in accordance with client or advisor instructions
• Stay informed of trading rules and activities as they relate to client accounts

Ensuring efficient administration for the client:

• Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the industry
• Maintain customer records and information in appropriate systems
• Review current transactions and all entries in the system to ensure their timeliness and accuracy
• Respond promptly to customer inquiries
• Resolve customer issues and complete customer transactions quickly and accurately; bring such issues to the advisor's attention when appropriate.
• Provide instructions regarding withdrawals, deposits, exchanges and transfers in accordance with the client's or advisor's instructions
• Ensure all customer interactions are accurately recorded
• Understanding Document Requirements for All Account Types

Provide assistance to the advisor regarding marketing:

• Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, etc.)
• Write, distribute and maintain marketing materials
• Organize customer events including training dinners, seminars and customer appreciation events
• Maintain and coordinate electronic marketing activities
• Manage the approval process for all marketing-related communications and mass communications

Supporting the growth of the advisor's business:

• Review and reduce all restricted accounts
• Manage the bank recommendation process
• Helping to generate ideas
• Review daily commission reports and follow up on unpaid commissions
• Identify and track growth bonus payments made
• Prepare, analyze and present to the advisor, in particular, reports and recommendations, financial plans and concepts, insurance, annual summaries of operations
• Formulate recommendations aimed at improving business processes and increasing the value of the client portfolio and regarding the use of our team of experts

Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Providing high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively transmit knowledge and experiences to improve the skills of all team members

 

Do you have what it takes to succeed in this role? We would be happy to work with you if you meet the following requirements: 

 

• Canadian Securities Course (CSC)
• Course on the Manual on Standards of Conduct (MSC)
• Training program for investment representatives
• Post-secondary education
• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Knowledge of compliance regulations applicable to the industry and the company
• Willingness to receive direction from the advisor(s) regarding client transactions

 

What's in it for you?

 

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

 

In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.

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The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario. One of Canada's Big Five banks, it is the third-largest Canadian bank by deposits and market capitalization. In 2023, the companys seat in Forbes Global 2000 was 88.