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.
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📌 Administrative Associate in Kingston
🏢 Scotiabank
📍 Kingston