Become part of ScotiaMcLeod’s success as an Administrative Associate, ensuring top-tier client support and efficient operations. Thrive in a collaborative setting focused on wealth management.
In your role as an Administrative Associate, you will be integral to the success of Wealth Advisors at ScotiaMcLeod. Your responsibilities will include effective client administration, timely issue resolution, and assisting in marketing events. Bring your high-level organizational skills to enhance client relationships and support the growth of the business.
Key Responsibilities:
• Ensure effective management of client administrative processes
• Demonstrate exceptional client service in all interactions
• Coordinate marketing efforts for increased opportunities
• Track reports for Wealth Advisor review and strategy
• Collaborate with team members across departments
Requirements:
• Relevant experience in the securities industry
• CIRO approval as an Investment Representative (IR)
• Excellent organizational and communication skills
• Initiative to work independently and meet deadlines
• Strong focus on detail and client service excellence
Be a driving force in ScotiaMcLeod’s client-centered approach through diligent administration and collaborative teamwork.
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