Elevate client service as an Administrative Associate for ScotiaMcLeod in Kingston, Ontario. Your role will focus on effective administration and client trading support for Wealth Advisors.
ScotiaMcLeod is seeking an Administrative Associate to enhance the performance of Wealth Advisors. This role demands experience in the securities industry and the ability to support client relationships via effective administration. Key responsibilities include managing administrative processes, entering client trades, and coordinating marketing efforts to boost assets and revenue.
Key Responsibilities:
• Ensure effective administration of client inquiries and transactions
• Support Wealth Advisors during portfolio reviews and trading activities
• Coordinate marketing materials for events and seminars
• Manage tracking reports for business growth and performance
• Foster collaboration with team members across departments
Requirements:
• Experience in the securities industry
• Investment Representative (IR) approval with CIRO
• Strong organizational and communication skills
• Ability to work independently and meet deadlines
• Exceptional attention to detail and client service
Utilize your administrative and client service skills to support ScotiaMcLeod's commitment to excellence in Kingston.
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