Support financial advisors at ScotiaMcLeod as a Wealth Management Administrative Associate. Ensure high client service through effective administration and trading in a collaborative setting.
As an Administrative Associate, you play a vital role in supporting Wealth Advisors at ScotiaMcLeod. Your contributions include managing administrative processes and facilitating client interactions, enabling high levels of service and satisfaction. You'll assist in entering client trades and addressing inquiries, while coordinating marketing efforts to enhance engagement and revenue.
Key Responsibilities:
• Manage administrative processes and escalations productive
• Support advisors with regular portfolio reviews
• Enter client trades as directed by clients or advisors
• Respond to client inquiries and resolve issues promptly
• Coordinate marketing materials and events for new business opportunities
Requirements:
• Experience in administrative support roles preferred
• Robust client service and relationship-building skills
• Knowledge of financial products and trading processes
• Excellent communication and organizational skills
• Ability to work collaboratively in a team setting
Bring a high level of client service and effective administration to your role at ScotiaMcLeod.
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