Scotiawealthmanagement
Client-Focused Administrative Associate at ScotiaMcLeod
Job Description
Elevate your career as a Client-Focused Administrative Associate with ScotiaMcLeod in Oakville, Ontario. Facilitate exceptional client service and support advisors through effective administration and trading tasks.
In this essential role, you will enhance the success of Wealth Advisors at ScotiaMcLeod, a leader in wealth management since 1921. Your contributions will ensure smooth client administration and effective communication, emphasizing exceptional service. Assist with portfolio reviews and client inquiries while collaborating within a team-oriented culture of integrity.
Key Responsibilities:
• Manage administrative processes and client escalations
• Demonstrate high levels of service to deepen client relationships
• Support advisor portfolio reviews and enter client trades
• Resolve client inquiries and transactions promptly
• Coordinate marketing materials and events for increased revenue
Requirements:
• Experience in the securities industry
• CIR...
In this essential role, you will enhance the success of Wealth Advisors at ScotiaMcLeod, a leader in wealth management since 1921. Your contributions will ensure smooth client administration and effective communication, emphasizing exceptional service. Assist with portfolio reviews and client inquiries while collaborating within a team-oriented culture of integrity.
Key Responsibilities:
• Manage administrative processes and client escalations
• Demonstrate high levels of service to deepen client relationships
• Support advisor portfolio reviews and enter client trades
• Resolve client inquiries and transactions promptly
• Coordinate marketing materials and events for increased revenue
Requirements:
• Experience in the securities industry
• CIR...