Administrative Support for Wealth Advisors (Toronto)

Administrative Support for Wealth Advisors (Toronto)

09 Aug
|
Scotiabank
|
Toronto

09 Aug

Scotiabank

Toronto

Join Scotiabank in Toronto as an Administrative Associate, supporting Wealth Advisors in delivering exceptional client service and efficient trading operations.

The International Investment

Advisory team seeks an organized Administrative Associate adept in the securities industry.

Key responsibilities include managing client administration, processing trades, and coordinating marketing efforts.

Your role is crucial in enhancing client relationships and supporting an productive business process. Key Responsibilities:

- Oversee all administrative processes and client escalations
- Enter trades and address client inquiries promptly
- Coordinate marketing initiatives for growth opportunities
- Track reports for Wealth Advisor reviews and recommendations
- Foster collaboration across business lines and departments Requirements:
- Experience in the securities industry is a must
- Must be approved as an Investment Representative by CIRO
- Excellent verbal and written communication skills
- Strong attention to detail and organizational skills
- Ability to meet tight deadlines with initiative Enhance your career in financial services with Scotiabank's supportive team.

📌 Administrative Support for Wealth Advisors (Toronto)
🏢 Scotiabank
📍 Toronto

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