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ScotiaMcLeod Administrative Associate - Mississauga

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Capital Group

Nov 3, 2024

Applications are closed

  • Job
    Full-time
    Junior & Mid Level
  • People, HR & Administration
    Banking & Finance
  • Mississauga

Requirements

  • Experience in the securities industry
  • Already duly registered as an Investment Representative (IR) with CIRO
  • 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

Responsibilities

  • 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

FAQs

What is the primary role of the ScotiaMcLeod Administrative Associate?

The primary role is to contribute to the overall success of Wealth Advisors by ensuring a high level of client service through effective administration and day-to-day trading processes.

What qualifications are required for this position?

Candidates must have experience in the securities industry and be duly registered as an Investment Representative (IR) with CIRO.

What skills are essential for this role?

Essential skills include excellent verbal and written communication, strong organizational skills, the ability to take initiative and work independently, meticulous attention to detail, and exceptional client service skills.

What kind of support will I provide to the Wealth Advisors?

You will support the advisors in regular reviews of portfolios, enter client trades as directed, respond to client inquiries, resolve issues, effect client transactions, and manage tracking reports for business growth.

Is there an opportunity for professional development?

Yes, employees have access to Scotia Academy for skills development and professional growth.

How does ScotiaMcLeod approach client service?

ScotiaMcLeod emphasizes a client-centric approach that includes collaboration with a team of specialists to consider all facets of a client's life, family, and business.

What is the work environment like at ScotiaMcLeod?

ScotiaMcLeod offers an inclusive working environment that encourages creativity, curiosity, and celebrates success, surrounded by a collaborative team of innovative thinkers.

Can I expect to participate in marketing activities in this role?

Yes, you will provide marketing assistance by coordinating materials, events, and seminars to identify opportunities to grow assets and revenue.

What are the opportunities for community involvement?

ScotiaMcLeod is committed to making a difference in communities, providing employees the chance to contribute positively both for themselves and for clients.

How can I apply for this position?

Candidates must apply directly online for this role to be considered.

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Capital Group

Finance
Industry
5001-10,000
Employees
1931
Founded Year

Mission & Purpose

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing. *** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group.

Benefits

  • Compensation

    In addition to offering a highly competitive base salary, we give two annual bonuses to our associates. The first bonus is based on performance and the second is based on company profitability. These two bonuses, your annual raise and our 15% retirement contribution add up to so much more than a simple paycheck. Year over year, you'll have the opportunity to see your salary not only grow, but grow exponentially.

  • Retirement

    Every year, we put the equivalent of 15% of your salary and bonuses into a retirement account for you. To be clear, that's not money you've chosen to deduct from your paycheck. That's in addition to your paycheck.

  • Life, accident and travel insurance

    We sponsor life insurance and offer additional life insurance, personal accident and business travel insurance as well.

  • Commuter savings

    We offer commuting and/or parking incentives to take public transportation, carpool, walk or cycle to work.