03 Sep
|
Scotiabank
|
British Columbia
03 Sep
Scotiabank
British Columbia
Elevate your career as an Administrative Associate with ScotiaMcLeod in Vancouver, British Columbia. Contribute to wealth management excellence by supporting Wealth Advisors and ensuring exceptional client service.
In this crucial role, you will manage administrative processes, support client transactions, and facilitate clear communication between advisors and clients. Responsibilities include entering client trades, coordinating marketing efforts, and building cooperative relationships. Your attention to detail and organizational skills will be key to enhancing client satisfaction and business growth.
Key Responsibilities:
• Manage administrative processes for client interactions
• Support Wealth Advisors in portfolio reviews and trades
• Coordinate materials and events to drive marketing initiatives
• Track reports for wealth growth and business targets
• Foster relationships across departments for collaboration
Requirements:
• Experience in the securities industry is essential
• Must be an approved Investment Representative (IR)
• Strong verbal and written communication skills
• Excellent organizational and time management abilities
• Commitment to exceptional client service
Be the backbone of effective service delivery and business growth at ScotiaMcLeod.
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📌 Administrative Associate at ScotiaMcLeod (British Columbia)
🏢 Scotiabank
📍 British Columbia