Join ScotiaMcLeod in Vancouver, British Columbia as a Wealth Management Administrative Associate. Leverage your skills to support Wealth Advisors and enhance client experiences through effective administration.
This role focuses on delivering high-quality client service by managing administrative processes and facilitating timely transactions. You will assist advisors with trade entries, respond to client inquiries, and coordinate marketing efforts to drive business growth. Attention to detail and the ability to collaborate effectively with others will be vital to your success.
Key Responsibilities:
• Ensure effective administration of client accounts • Facilitate trades and respond to client inquiries promptly • Support marketing by organizing events and materials • Manage tracking reports for Wealth Advisor’s financial goals • Build relationships across departments for enhanced collaboration
Requirements: • Previous experience in the securities industry • Approval as an Investment Representative (IR) • Proficient in verbal and written communication • Exceptional organizational skills and attention to detail • Robust client service skills and initiative
Drive client satisfaction and business success at ScotiaMcLeod. #J-18808-Ljbffr