06 Aug
|
Scotia Wealth Management
|
Vancouver
06 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
Robust 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