Support Advisors and their teams at ScotiaMcLeod in Toronto through client service, account administration, and solid organizational skills. This role focuses on accurate financial documentation.

As an Administrative Assistant, you will provide administrative support within ScotiaMcLeod. You will onboard client relationships through digital account opening and documentation administration. The work includes processing account activity, responding to inquiries, and escalating issues when required.

Key Responsibilities:
Onboard recent client relationships through digital account opening
Administer documentation for newly opened client relationships
Process transfers, deposits, withdrawals, and client payments




Handle tax receipt and account reporting requests
Respond to inquiries and escalate issues when required

Requirements:
Experience in the securities industry
Excellent verbal and written communication skills
Solid organizational skills and attention to detail
Ability to work independently and meet deadlines
Exceptional client service and time management skills

Bring securities industry experience, meticulous administration, and exceptional client service to support ScotiaMcLeod Advisors and their Toronto teams.
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📌 Wealth Management Administrative Assistant Toronto
🏢 Scotiabank
📍 Toronto