Client-Focused Administrative Associate Position (Ontario)

Client-Focused Administrative Associate Position (Ontario)

26 Aug
|
Scotiabank
|
Ontario

26 Aug

Scotiabank

Ontario

Join ScotiaMcLeod as an Administrative Associate in Toronto, Ontario, where client service meets operational efficiency. This role supports Wealth Advisors to optimize client experiences through effective administration.

As an Administrative Associate, you'll play a pivotal role in contributing to client satisfaction and business success at ScotiaMcLeod. You will manage client-related tasks while assisting with marketing efforts to enhance revenue opportunities. This position thrives on collaboration, attention to detail, and proactive communication across departments.

Key Responsibilities:
• Oversee client administration and transaction processes
• Assist advisors with trade entries and portfolio reviews
• Resolve client inquiries promptly and professionally




• Coordinate marketing initiatives to generate business growth
• Build collaborative relationships across business lines

Requirements:
• Experience in the financial services sector
• CIRO approval as an Investment Representative (IR)
• Robust verbal and written communication skills
• Organizational skills with a detail-oriented approach
• Ability to work independently and meet deadlines

Make a significant impact as an Administrative Associate at ScotiaMcLeod, empowering clients through dedicated service.
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📌 Client-Focused Administrative Associate Position (Ontario)
🏢 Scotiabank
📍 Ontario

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