Explore a rewarding role as an Administrative Associate with Scotia McLeod in Regina, Saskatchewan. Deliver high-level client service while supporting Wealth Advisors in a thriving wealth management firm.

As an Administration Associate, you will play a crucial role in client administration, ensuring top-notch service and efficiently managing trading tasks. Your contributions will be vital in building client relationships through timely responses to inquiries and supporting marketing initiatives.

Collaboration with various departments will enhance your impact within the organization.

Key Responsibilities:
Ensure effective client administration and service
Facilitate portfolio reviews and enter trades as instructed




Help coordinate marketing initiatives to increase assets
Support Wealth Advisors by tracking and reviewing key reports
Foster cooperative relationships across departments

Requirements:
Relevant experience in the securities industry
CIRO Investment Representative approval required
Robust communication and organizational abilities
Proven ability to work independently and meet deadlines
Exceptional client service mindset and meticulous attention to detail

Contribute your skills to enhance the wealth management team at Scotia McLeod.
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📌 Wealth Management Administrative Associate Role Regina
🏢 Scotia Wealth Management
📍 Regina