Elevate your career with ScotiaMcLeod as an Administrative Associate, contributing to exceptional client service while supporting Wealth Advisors. Join a forward-thinking team for growth and impact.
As an Administrative Associate, you will play a vital role in enhancing the success of Wealth Advisors at ScotiaMcLeod. This position requires strong organizational skills and an eye for detail as you handle client administration and trading processes. You will ensure high-level client service, respond to inquiries, and assist in marketing initiatives to maximize revenue opportunities.
Key Responsibilities:
• Manage all administrative processes and escalations effectively
• Support advisors in client portfolio reviews and trades
• Respond promptly to client inquiries and resolve issues
• Coordinate marketing materials and events for growth
• Build relationships across departments by collaborating actively
Requirements:
• Experience in the securities industry
• Approval as an Investment Representative (IR) with CIRO
• Solid verbal and written communication skills
• Ability to work independently and manage time effectively
• Exceptional attention to detail and organizational skills
Contribute to ScotiaMcLeod's mission of client excellence through administration, relationship building, and proactive support.
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📌 ScotiaMcLeod Administrative Associate Role (Ontario)
🏢 Scotiabank
📍 Ontario
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