ScotiaMcLeod Administrative Associate - (Sussex)

Requisition ID : 244245

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

The Administrative Associate’s primary focus is to assist an Advisor in the day-to-day trading and the administration of their business. The Administrative Associate may support more than one Advisor who may have different types of business.

IS THIS ROLE RIGHT FOR YOU

In the role you will :

1. Ensure a high level of client service by :

• Supporting advisor in the regular review of clients’ portfolios to identify client needs for Team of Experts services
• Reviewing the portfolio to ensure it meets the current or updated risk profile and aligns with applicable investment program
• Gathering research & product information from internal and external sources
• Entering client trades as directed by client or Advisor
• Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts

2.  Ensure effective client administration by :

3. Provide marketing assistance to the Advisor by :

4. Supporting the growth of the Advisor by :

5. Contribute to the effective functioning of the branch team by :

DO YOU HAVE THE SKILLS

We would love to work with you if you have :

Working Conditions

Education and Accreditation

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