Enhance client relationships at ScotiaMcLeod as an Administrative Associate based in Regina, Saskatchewan. This role combines effective administration with a strong client service focus within a respected wealth management firm.
In this position, you will support Wealth Advisors by managing administrative processes and enhancing client service quality. You’ll be responsible for ensuring smooth operation of day-to-day trading and will also contribute to marketing efforts aimed at growth. Your collaboration across teams will be essential for overall success.
Key Responsibilities:
• Oversee administrative processes and client escalations
• Support advisors with trade entries and portfolio management
• Assist in coordinating marketing events and materials
• Track and analyze reports for targeted business growth
• Develop effective relationships with internal contacts
Requirements:
• Experience in the securities sector is required
• CIRO Investment Representative approval necessary
• Excellent verbal and written communication skills
• Robust organizational and time management capabilities
• Detail-oriented with a proactive approach to tasks
Leverage your skills in client service and administration to make an impact at ScotiaMcLeod.
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