30 Jul
|
Scotia Wealth Management
|
Regina
30 Jul
Scotia Wealth Management
Regina
Join ScotiaMcLeod as an Administrative Associate, contributing to exceptional client service and effective administration in Regina, Saskatchewan. Be part of a team-oriented team focused on delivering personalized wealth management solutions.
The Administrative
Associate will support one or more Wealth Advisors by managing client service processes and day-to-day trading activities. You will ensure effective administration, address client inquiries, and assist in marketing efforts to boost revenue.
Your role helps deepen client relationships and enhance overall business growth through proactive collaboration. Key Responsibilities:
Manage all administrative processes and client escalations
Enter client trades and assist in portfolio reviews
Coordinate marketing materials and events for business prospects
Track reports for Wealth Advisors to review targets
Build effective relationships across department lines Requirements:
Experience in the securities industry is essential
Approval as an Investment Representative with CIRO
Robust verbal and written communication skills
Excellent organizational and time management skills
Meticulous attention to detail with a proactive approach Bring your client service expertise, administrative skills, and initiative to elevate ScotiaMcLeod’s client relations.
📌 Administrative Associate At Scotiamcleod Regina
🏢 Scotia Wealth Management
📍 Regina