Wealth Admin Associate: Client Service & Trade Support (St. Catharines)

Wealth Admin Associate: Client Service & Trade Support (St. Catharines)

22 Aug
|
Scotia Wealth Management
|
St. Catharines

22 Aug

Scotia Wealth Management

St. Catharines

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service and day-to-day trading activities. You will help manage administration and facilitate client transactions within a collaborative team setting.

You will assist with portfolio reviews, trade entry as directed by clients or Advisors, respond to inquiries, and coordinate marketing materials and events to identify opportunities for assets and revenue

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📌 Wealth Admin Associate: Client Service & Trade Support (St. Catharines)
🏢 Scotia Wealth Management
📍 St. Catharines

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