Enhance client relationships at ScotiaMcLeod as an Administrative Associate based in Regina, Saskatchewan. This role combines effective administration with a strong client service focus within a respected wealth management firm. In this position, you will support Wealth Advisors by managing administrative processes and enhancing client service quality.
You’ll be responsible for ensuring smooth operation of day-to-day trading and will also contribute to marketing efforts aimed at growth. Your collaboration across teams will be essential for overall success. Key Responsibilities:
- Oversee administrative processes and client escalations
- Support advisors with trade entries and portfolio management
- Assist in coordinating marketing events and materials
- Track and analyze reports for targeted business growth
- Develop effective relationships with internal contacts Requirements:
- Experience in the securities sector is required
- CIRO Investment Representative approval necessary
- Excellent verbal and written communication skills
- Robust organizational and time management capabilities
- Detail-oriented with a proactive approach to tasks Leverage your skills in client service and administration to make an impact at ScotiaMcLeod.