Join ScotiaMcLeod as an Administrative Associate in Kingston, Ontario, and delve into wealth management. This role focuses on delivering superior client service through effective administration and trading support.
As an Administrative Associate, you play a crucial role in supporting Wealth Advisors, ensuring that client administration runs smoothly. Responsibilities include managing inquiries, executing trades, and producing marketing material for client events. Your organizational skills and attention to detail are vital in enhancing client relationships and contributing to the growth of the business.
Key Responsibilities:
• Oversee client administration and escalations thoroughly
• Assist advisors with portfolio reviews and client trades
• Organize materials and events for marketing initiatives
• Manage tracking reports for advisor performance
• Collaborate effectively with various teams
Requirements:
• Experience within the securities industry
• CIRO-approved Investment Representative
• Excellent written and verbal communication skills
• Solid organizational skills and initiative
• Attention to detail and effective time management
Become part of ScotiaMcLeod’s Kingston team and play a vital role in wealth advising.
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