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Scotia McLeod, Administrative Associate, Montreal Full-time Job

Apr 14th, 2025 at 16:59   Administrative Jobs   Montréal   69 views Reference: 12886
Job Details

ScotiaMcLeod, a pillar of Scotia Wealth Management®, has earned its reputation for integrity through excellent service and sound investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protect and grow their clients' assets. 

By joining ScotiaMcLeod, you will embrace the unique Thinking with Meaning™ approach, which combines the client's perspective with our own to deliver the desired results. You will work with a team of wealth management specialists with a client-centric approach, considering all aspects of their personal, family, and professional lives. By leveraging comprehensive wealth planning and the strength of a team of specialists to help you deliver on this unique value proposition, you will help clients gain a complete view of their situation from all angles.

 

Primarily, the administrative associate assists the advisor with the day-to-day operations and administration of the business. They may assist more than one advisor, for several types of businesses. 
 

Is this position right for you? In this role, you will  :

1. 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 it matches the current or updated risk profile and aligns with the applicable investment program
  • Gather research materials and product information from internal and external sources
  • Place client orders in accordance with client or advisor instructions
  • Maintain awareness of trading rules and activities as they relate to client accounts

 

2. Ensure efficient administration for the client:

  • Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the sector 
  • Maintain client 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 client issues and complete client transactions quickly and accurately; escalate issues to the advisor 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

 

3. 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, and others) 
  • Write, distribute and maintain marketing materials
  • Organize client events, including dinner and training sessions, seminars, and client appreciation events
  • Maintain and coordinate electronic marketing activities 
  • Manage the approval process for all marketing-related communications and all mass communications 

 

4. Support the growth of the advisor's business: 

  • Review and reduce all restricted accounts 
  • Manage the bank recommendation process
  • Help with the production of 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

 

5. 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
  • Provide 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 share knowledge and experience to develop the skills of all team members
  • Develop and implement a relevant employee development plan 

Do you have the skills that will make you successful in this role? - We would love to work with you if you have:

 

  • 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 instructions from the advisor(s) regarding client transactions
  • Canadian Securities Course (CSC)
  • Course on the Manual on Standards of Conduct (MSC)
  • Training program for investment representatives
  • Post-secondary education

 

 

Working conditions

• Work is done in a standard office.

 “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.”

Company Description
Scotiabank