Apply on Kit Job: kitjob.ca/job/2dycr6

Elevate your career as an Administrative Associate in wealth management. Ensure effective client administration while providing top-tier service and supporting wealth advisors in a team-oriented workplace. In this pivotal role, you will contribute to the success of Wealth Advisors by managing client interactions and administrative processes. You’ll be responsible for entering trades, conducting portfolio reviews, and addressing client inquiries promptly. Building relationships and delivering exceptional service are key components of your role, enhancing the overall client experience. Key Responsibilities:

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Manage all client administration and escalations
Support advisors in portfolio review and trade entry




Address client inquiries and resolve issues efficiently
Provide marketing assistance for events and seminars
Track growth reports for financial targets Requirements:
Experience in the securities industry required
Investment Representative approval from CIRO
Stellar verbal and written communication skills
Solid organizational abilities and attention to detail
Ability to work independently and meet deadlines Step into a role that empowers you to build meaningful client relationships while collaborating effectively to enhance service excellence.

Apply on Kit Job: kitjob.ca/job/2dycr6

📌 Wealth Management Administrative Associate With Client Focused Support Westmount
🏢 Scotiabank
📍 Westmount