Support ScotiaMcLeod's mission in Toronto, Ontario as an Administrative Associate. This position focuses on enhancing client service and assisting Wealth Advisors in daily operations.
In this role, you will contribute significantly by handling administrative tasks, managing client inquiries, and facilitating client transactions. Collaborate actively with various teams to ensure seamless service delivery while identifying opportunities for business growth. A meticulous approach and exceptional communication skills are crucial for success.
Key Responsibilities:
• Manage administrative tasks and client escalations efficiently
• Support advisors with trade execution and portfolio reviews
• Organize marketing initiatives and event activities
• Maintain tracking reports for business insights
• Collaborate across teams for effective knowledge-sharing
Requirements:
• Experience in the securities field
• CIRO approved Investment Representative is essential
• Solid communication, organizational, and time management skills
• Independent worker who can meet deadlines
• Exceptional attention to detail in all tasks
Drive client satisfaction and excel in your career with ScotiaMcLeod's dynamic team.
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