Explore a rewarding role as an Administrative Associate with ScotiaMcLeod 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 team-oriented relationships across departments
Requirements:
• Relevant experience in the securities industry
• CIRO Investment Representative approval required
• Solid 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 ScotiaMcLeod.
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📌 Wealth Management Administrative Associate Role Regina
🏢 Scotia Wealth Management
📍 Regina