Join Scotia McLeod in Sudbury, Ontario, as a Client Support Assistant focused on administrative duties and client relationship management. This role is essential to providing outstanding client service every day.

At Scotia McLeod, a part of Scotia Wealth Management, you will assist Advisors with onboarding processes and client documentation. Your role includes processing transactions, responding to inquiries, and ensuring timely communication for account management.

Strong organizational abilities and initiative are key to thriving in this supportive environment.

Key Responsibilities:

- Facilitate onboarding for current clients through digital processes
- Manage account transfers, payments, and tax requests
- Respond to and resolve client inquiries effectively
- Maintain accurate and organized documentation
- Provide excellent client service and support

Requirements:

- Background in the securities industry
- Strong verbal and written communication skills
- Highly organized with effective time management
- Ability to work independently and meet deadlines
- Detail-oriented with a commitment to client service

Elevate client experiences at Scotia McLeod as you support growing financial relationships.

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📌 Client Support Assistant at ScotiaMcLeod (Ottawa)
🏢 Scotia Wealth Management
📍 Ottawa