Elevate client service as an Administrative Associate with ScotiaMcLeod in Barrie, Ontario. Ensure effective administration, facilitate trades, and maintain client relationships in a collaborative workplace.

As an Administrative Associate, you will contribute significantly to the success of Wealth Advisors by managing client interactions and administrative tasks. Your role will include client trades, addressing inquiries, and supporting marketing efforts to enhance asset growth. This is an excellent position for someone eager to make an impact in wealth management.

Key Responsibilities:
• Manage administrative processes and investigations
• Support advisors with client trades and portfolio reviews




• Coordinate marketing materials for events and seminars
• Track reports for advisor targets and recommendations
• Build relationships across departments through collaboration

Requirements:
• Experience in the securities industry
• CIRO Investment Representative approval required
• Strong verbal and written communication skills
• Excellent organizational and time management abilities
• Exceptional client service mindset

Leverage your skills in administration and client service to empower clients at ScotiaMcLeod.
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📌 Administrative Associate at ScotiaMcLeod (Ontario)
🏢 Scotiabank
📍 Ontario