18 Aug
|
Scotiabank
|
Winnipeg
18 Aug
Scotiabank
Winnipeg
Elevate your career as an Administrative Associate at ScotiaMcLeod in Kingston, Ontario. Contribute to wealth advising by delivering top-notch client service through efficient administration and trading support.
In this role, you will support one or more Wealth Advisors, ensuring effective client administration and a high level of service. You'll utilize your organizational prowess and client service skills to manage administrative tasks, resolve inquiries, and facilitate client trades. This position thrives in a collaborative environment, helping you grow professionally while making an impact on clients' financial lives.
Key Responsibilities:
• Manage all client-related administrative processes and investigations • Demonstrate exceptional service by supporting advisors with trades • Coordinate marketing materials and events to boost business opportunities • Track progress for Wealth Advisors on targets and plans • Build relationships across departments for better collaboration
Requirements: • Experience in the securities industry • Approved Investment Representative with CIRO • Robust verbal and written communication skills • Exceptional organizational and time management abilities • Detail-oriented with initiative to meet deadlines
Join ScotiaMcLeod in Kingston and deliver exceptional client service while enhancing your wealth management skills. #J-18808-Ljbffr
📌 Administrative Associate in Kingston (Winnipeg)
🏢 Scotiabank
📍 Winnipeg