26 Aug
|
Scotia Wealth Management
|
Toronto
26 Aug
Scotia Wealth Management
Toronto
Support ScotiaMcLeod's mission in Toronto, Ontario as an Administrative Associate. This position focuses on enhancing client service and assisting Wealth Advisors in daily operations. In this role, you will contribute significantly by handling administrative tasks, managing client inquiries, and facilitating client transactions.
Collaborate actively with various teams to ensure seamless service delivery while identifying prospects for business growth. A meticulous approach and exceptional communication skills are crucial for success. Key Responsibilities:
Manage administrative tasks and client escalations efficiently
Support advisors with trade execution and portfolio reviews
Organize marketing initiatives and event activities
Maintain tracking reports for business insights
Collaborate across teams for effective knowledge-sharing Requirements:
Experience in the securities field
CIRO approved Investment Representative is essential
Robust communication, organizational, and time management skills
Independent worker who can meet deadlines
Exceptional attention to detail in all tasks Drive client satisfaction and excel in your career with ScotiaMcLeod's energetic team.
📌 Scotiamcleod Administrative Associate Role Toronto
🏢 Scotia Wealth Management
📍 Toronto