Administrative Associate at ScotiaMcLeod (Ontario)

Administrative Associate at ScotiaMcLeod (Ontario)

13 Aug
|
Scotia Wealth Management
|
Ontario

13 Aug

Scotia Wealth Management

Ontario

Become an integral part of ScotiaMcLeod's wealth management team as an Administrative Associate in Toronto, Ontario. Contribute to client success through effective administration and support for Wealth Advisors.

In this administrative role, you will impact client experiences by ensuring smooth operations and timely responses to inquiries. Your responsibilities will include managing client trades, marketing support for events, and collaborating with various departments. The ideal candidate will possess an eye for detail and strong communication skills.

Key Responsibilities:
• Manage all administrative processes and client escalations
• Support Wealth Advisors in portfolio review and trades
• Coordinate marketing materials and events effectively




• Track reports for financial plans and business growth
• Collaborate with departments to share knowledge

Requirements:
• Experience in the securities industry
• Approved Investment Representative (IR) with CIRO
• Excellent verbal and written communication skills
• Solid organizational and time management skills
• Ability to work independently and meet deadlines

Elevate your career at ScotiaMcLeod by delivering exceptional client service and administration.
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📌 Administrative Associate at ScotiaMcLeod (Ontario)
🏢 Scotia Wealth Management
📍 Ontario

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