Join ScotiaMcLeod as an Administrative Associate in Calgary, Alberta, providing vital support to wealth advisors and delivering exceptional client interactions. Manage day-to-day trading and administrative functions with precision.
You will focus on maintaining high client service levels and addressing inquiries effectively while supporting advisors through regular portfolio reviews. Your role includes managing escalations, assisting with marketing efforts, and fostering collaboration within the team. Robust initiative and organizational skills are essential.
Key Responsibilities:
• Address administrative processes and client escalations
• Support portfolio reviews and execute client trades
• Coordinate events and marketing materials effectively




• Track wealth reports for advisor assessments
• Collaborate across departments to enhance service
Requirements:
• Proven experience in the securities industry
• Approval as an Investment Representative with CIRO
• Excellent communication and organizational skills
• Robust attention to detail and time management
• Initiative and capability to work independently
Support ScotiaMcLeod's mission of excellent client service with your administrative and organizational strengths.
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📌 Administrative Support For Wealth Advisors Calgary
🏢 Scotiabank
📍 Calgary