About this role
About the Role This IIA Admin. Associate role supports Global Wealth Management at ScotiaMcLeod in Canada on a 12-month contract. The role contributes to business objectives, ensures regulatory compliance, and supports Advisors in delivering client service in a bilingual Spanish/English environment. What You'll Do
- Support one or more Advisors in the regular review of client portfolios and gather research and product information to meet investment programs, including entering client trades as directed, while staying up to date with regulatory requirements.
- Assist with client administration: follow up on missing documentation, maintain client files, check trades and system entries for timeliness and accuracy, respond to inquiries, resolve issues, escalate to the Advisor when appropriate, and document all client interactions.
- Initiate transactions according to Advisor or client instructions (withdrawals, deposits, swaps, transfers) and ensure appropriate documentation for all account types.
- Provide marketing assistance to the Advisor by identifying opportunities to grow assets within existing client relationships, organizing client events (e.g., lunch & learns, seminars, client appreciation). What We're Looking For
- Bilingual in Spanish and English (written and spoken).
- Experience or strong interest in Global Wealth Management, client administration, and regulatory compliance.
- Ability to manage multiple client files, maintain accuracy, and work collaboratively with Advisors.
- Strong communication, organization, and problem-solving skills.