04 Aug
|
Scotia Wealth Management
|
Vancouver
04 Aug
Scotia Wealth Management
Vancouver
Elevate client service as an Administrative Associate with ScotiaMcLeod in Vancouver, British Columbia. You will enhance client relationships, manage administrative processes, and support Wealth Advisors effectively. As an Administrative Associate, you'll contribute to the success of Wealth Advisors through proactive administration and smooth trading operations.
This role requires robust client service skills and attention to detail, enabling you to manage client inquiries, assist with portfolio reviews, and ensure timely transactions. Your support will be crucial in maintaining high client satisfaction and fostering collaborations across the team. Key Responsibilities:
- Manage all administrative processes and client escalations
- Support advisors with portfolio reviews and client trades
- Respond promptly to client inquiries and resolve issues
- Coordinate marketing materials and events for business growth
- Track reports for Wealth Advisors on targets and plans Requirements:
- Experience in the securities industry is essential
- Investment Representative approval with CIRO
- Excellent verbal and written communication skills
- Strong organizational abilities and attention to detail
- Ability to work independently and meet deadlines Contribute to exceptional client experiences while supporting ScotiaMcLeod’s vision in Vancouver.
📌 Administrative Associate at ScotiaMcLeod (Vancouver)
🏢 Scotia Wealth Management
📍 Vancouver