Management Assistant jobs in United States

Requisition ID: #

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Administrative Assistant, Financial Planning, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets. Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including providing timely support and delivering exceptional client experiences. In addition to enabling the growth and servicing of the Investment Specialists client-base, you will be responsible to support and contribute to a national Administration team.

The Mobile Advice Team (MAT) is looking for a dynamic self-starter who embraces a team environment and shares our passion to help each and every client realize their financial dreams! The Investment Specialist, Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team.

1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
2. Responsible to execute on capacity enablers (National Practice Standards) for Investment Specialists to grow their business portfolios.
3. Support operational excellence through the execution of day-to-day administrative tasks and activities.
4. Influence a service excellence culture through the delivery of exceptional client experiences.
5. Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
6. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
7. Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
8. Champions a high-performance environment and contributes to an inclusive work environment.

1. Self-motivated and disciplined with solid organizational and effective task prioritization skills.
2. Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
3. Outstanding interpersonal, communication and listening skills (empathetic skills).
4. Ability to build rapport, establish trust and communicate effectively.
5. Ability to work in a fast-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
6. Excellent team player with the ability to work independently.
7. Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
8. Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
9. Post-secondary degree in business or a related field, or equivalent working experience.
10. Mutual Fund License is required.
11. Bilingual in English and French is an asset.

Location(s): Canada : British Columbia : Vancouver || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Victoria || Canada : Saskatchewan : Regina || Canada : Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.