30 Aug
|
Scotiabank
|
Kingston
30 Aug
Scotiabank
Kingston
Advance your career as an Administrative Associate at ScotiaMcLeod in Kingston, Ontario. This role centers on maximizing client satisfaction through expert administration and support for Wealth Advisors. In this position, you will ensure excellent client administration, facilitate timely trades, and manage ongoing client relationships.
Your solid communication and organizational skills will help develop effective marketing initiatives and track advisor performance. Collaborating with various business lines will enable you to thrive in a team-focused setting while enhancing client experiences. Key Responsibilities:
Manage all administrative processes related to clients
Support advisors by executing trades and reviewing portfolios
Coordinate events and marketing materials for business growth
Track progress and performance for Wealth Advisors
Foster relationships across departments for better service Requirements:
Background in the securities industry required
CIRO credentials as an Investment Representative
Solid communication, organizational, and time management skills
Detail-oriented and able to work independently
Exceptional client service skills Take the next step in your career at ScotiaMcLeod in Kingston by providing outstanding support to clients and advisors.
📌 Kingston Administrative Associate Role
🏢 Scotiabank
📍 Kingston