Enhance client relationships as an Administrative Support Assistant at ScotiaMcLeod in Toronto. Focus on account management, documentation, and prompt client communication.
In this role, you will provide essential administrative support to Advisors at ScotiaMcLeod by onboarding clients and managing various account-related requests. Your organizational and communication skills will ensure clients receive timely assistance and a smooth onboarding experience. You are key to maintaining effective client-advisor interactions.
Key Responsibilities:
• Onboard recent clients through efficient account setups
• Process client inquiries and account transactions accurately
• Keep detailed client records and documentation updates
• Respond to client requests and escalate issues as necessary
• Deliver qualified client service in all interactions
Requirements:
• Background in the securities industry required
• Exceptional communication abilities, both written and verbal
• Robust organizational and multitasking skills
• Initiative to work independently and efficiently
• Detail-oriented with excellent time management skills
Join ScotiaMcLeod’s dynamic team and contribute to enhancing wealth management services in Toronto.
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