Secretary jobs in Montréal, QC

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation

• Consistently demonstrate high levels of client service to deepen relationships

• by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs

• by 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 increase assets and/or revenue

• Support the growth of the business by managing tracking reports for Wealth Advisor 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

  
  

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• Experience in the securities industry

• Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (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, providing a professional and respectful experience

  
  

WHAT’S IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.

• An organization committed to making a difference in our communities– for you and our clients.

• An inclusive working environment that encourages creativity, curiosity and celebrates success.

• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

  
  

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

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