Apply on Kit Job: kitjob.ca/job/2g9g3f

Elevate client service as an Administrative Associate. Drive successful administration, client interactions, and marketing strategies in a collaborative wealth management environment.
This role supports one or more Wealth Advisors, ensuring high levels of client satisfaction through effective administrative processes. You'll manage client trades, respond to inquiries, and nurture relationships while assisting in marketing initiatives to enhance revenue. Collaboration across teams will be key to your success.
Key Responsibilities:
• Manage client administration processes and escalations
• Provide exceptional client service through timely responses
• Support marketing by coordinating materials and events




• Track business growth metrics for Wealth Advisors
• Build relationships across departments for knowledge sharing
Requirements:
• Securities industry experience is required
• Investment Representative approval from CIRO
• Solid verbal and written communication skills
• Excellent organizational and time management abilities
• Exceptional client service experience with attention to detail
Contribute to a dynamic and innovative environment while supporting clients and driving business success with precision.
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Apply on Kit Job: kitjob.ca/job/2g9g3f

📌 Client-Focused Administrative Associate (Red Deer)
🏢 Scotiabank
📍 Red Deer