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 productive 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
Robust 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.