Wealth Management Administrative Associate (Ontario)

Wealth Management Administrative Associate (Ontario)

07 Nov
|
Scotiabank
|
Ontario

07 Nov

Scotiabank

Ontario

Support Wealth Advisors in London, Ontario, using securities experience, client service, and precise administration to manage daily business needs.
As an Administrative Associate at Scotiabank, you will contribute to Wealth Advisor success through effective administration and day-to-day trading. You will manage client processes, enter directed trades, respond to inquiries, and support portfolio reviews. The position also involves marketing coordination, tracking reports, and collaboration across departments and business lines.
Key Responsibilities: Manage administrative processes and investigate escalated client matters
Enter client trades as directed by clients or Advisors
Respond to inquiries and complete client transactions promptly




Coordinate marketing materials, events, and seminars
Manage tracking reports for targets and financial plans
Requirements: Experience in the securities industry
Investment Representative approval through CIRO
Excellent verbal and written communication skills
Solid organization, time management, and attention to detail
Ability to work independently, take initiative, and meet deadlines
Bring securities knowledge, client service, and organized trading administration to Wealth Advisors at Scotiabank in London.

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📌 Wealth Management Administrative Associate (Ontario)
🏢 Scotiabank
📍 Ontario

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