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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
• Willingness to become duly registered as an Investment Representative (IR) with CIRO - completion of CSC, CPH and IR Training
• 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

WHATS 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

Location(s):  Canada : Manitoba : Winnipeg 

Overview

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Overview

Overview

Overview

• Location: 1950 Sargent Avenue, WINNIPEG, MB R3H 0Z7, Canada

Supports station/call centre operations and management in all aspects of business and office procedures including liaison with internal and external customers, suppliers and employees. Co-ordinates all administrative aspects of the station/call centre and directly assists senior manager in achievement of departmental goals.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

Good communication (verbal/written), interpersonal and organizational skills required.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

Good communication (verbal/written), interpersonal and organizational skills required.

Additional Details:Full-time, Mon-Fri, 11am-8pm

Looking for a great place to work? Are you interested in joining one of Canada’s top employers? Do you like to work hard and have fun? Are you looking for a role that includes variety? Do you enjoy interacting with people and building relationships? If you answered “Yes”, then keep on reading as we may have the perfect position for you!

Whether you’re an administrative professional with experience in the insurance or financial services industry, or a recent graduate with a few years’ experience in a client service environment, it’s your attention to detail, strong organizational skills and warm personality that make you a great fit for this position.

The ability to meet tight timelines while delivering quality service is a must! For more information about our Administration team.

Insurance

• Verify assets are insured and registered as per requirements

• Review and process external policies to ensure coverage as per requirements

• Follow up with insurance agents and lessees to obtain insurance renewal policies in a timely manner upon expiry of insurance policies

• Follow up with insurance agents and lessees to obtain corrections to insurance policies that do not meet lease requirements

• Review insurance cancellations and contact customer and/or insurance agent to follow up for new policy

• Escalate insufficient insurance coverage issues to Collections following appropriate procedures

• Collect Confirmation of insurance on assets ineligible for Loss Damage Waiver program

• Maintain Loss Damage Waiver program on eligible leases, starting, removing or restarting program as applicable

• throughout the life of a lease

• Quote Loss Damage Waiver Fees & Implement early start of Loss Damage Waiver Fees on requests

• Process insurance letters, including LDW start and restart letters, insufficient insurance notices and final notices as required

• Coordinate refunds to customers where applicable and apply Loss Damage Waiver credits to appropriate billings

• Prepare Power of Attorney documents for vehicle registrations upon Customer request, understanding all provincial nuances

• Respond to customer inquiries

PPSA Registrations and Discharges

• Register leases accurately following the legislative requirements for the province and equipment type

• Ensure registrations are completed within PMSI timeframes to secure priority interest in leased equipment

• Understand provincial nuances regarding registration rules and adhere to all provincial standards to ensure accurate

• registrations are obtained

• Conduct pre-registrations according to policy

• Process amendments of registrations

• Process discharges of registrations following policy and procedure and provide proof of discharge upon request to customers.

Document Acceptance

• Process Acceptance and retention of original documents

• Review Contracts and verify acceptability as originals as per policies such as

• Confirming legibility of the contract

• Reviewing signature and title fields for completion

• Confirm presence of all required attachments with appropriate version number

• Complete contract acceptance by stamping contract as Original, complete the start date, the funded date and initial the contract on behalf of CWB National Leasing

• Review and assess contract eligibility for securitization purposes and flag eligibility in Felix

Administration

• Understanding Business Origination Policy Manual policies as they pertain to Documentation, PPSA & Insurance

• Perform as a team member and ensure collaboration.

• Improve processes within the Administration Department

Successful incumbent

• About 2 years previous experience in Administration, Customer Service or Insurance

Languages

• Fluent in English, (written and verbal)

• French would be considered an asset.

Skills

Customer centric attitude. Agile. Active listener. Dependable.  

• Strong attention to detail and accuracy

• Ability to maintain a high level of confidentiality

• Proven interpersonal and communication skills

• Ability to resolve customer inquiries and concerns quickly with empathy and professionalism

• Effective organizational skills with a proven ability to prioritize

• Intermediate in MS Office and the ability to quickly learn other applications and programs

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic 

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Closing Date:

* Position closes at 12:01am on the close date identified below.

02/28/2025

Overview

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