Drive exceptional client experiences as a Wealth Management Administrative Associate with ScotiaMcLeod in Kingston, Ontario. Your expertise will directly impact effective trading and client relationships.
In this crucial role, you will collaborate closely with Wealth Advisors at ScotiaMcLeod to ensure seamless administrative operations. Candidates should possess experience in the securities industry along with excellent communication and organizational skills. Responsibilities encompass overseeing client transactions, resolving inquiries, and coordinating marketing strategies to increase business opportunities.
Key Responsibilities:
• Manage client administration and escalate inquiries as needed
• Engage clients by supporting portfolio reviews and trade entries
• Assist in marketing efforts by organizing seminars and materials
• Oversee performance tracking for business initiatives
• Cultivate cross-departmental relationships for knowledge sharing
Requirements:
• Background in the securities industry
• CIRO Investment Representative (IR) approval
• Proficiency in verbal and written communication
• Robust organizational abilities and attention to detail
• Commitment to outstanding client service and initiative
Commit your administrative talents to make a significant difference at ScotiaMcLeod in Kingston.
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