Wealth Management Administrative Assistant

Support Advisors and their teams at ScotiaMcLeod in Toronto through client service, account administration, and strong 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 new 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
• Strong 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.