Elevate your career as an Administrative Associate with ScotiaMcLeod in Calgary, Alberta. Provide exceptional support to Wealth Advisors through effective administration and client relations.
This role requires a proactive approach to ensure high client service levels. You will manage administrative processes, assist in trading activities, and contribute to marketing efforts. Collaborate with advisors to enhance client portfolios and resolve inquiries promptly.
Key Responsibilities:
• Manage administrative processes and escalations effectively
• Support advisors by entering client trades as needed
• Coordinate marketing materials for events and seminars
• Track reports for advisor reviews and financial plans
• Build relationships across departments to enhance collaboration
Requirements:
• Experience in the securities industry
• Approved Investment Representative with CIRO
• Excellent verbal and written communication skills
• Robust organizational and time management skills
• Ability to work independently and meet deadlines
Make a tangible impact on clients’ lives while growing your career at ScotiaMcLeod in Calgary.
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