Enhance client relationships at ScotiaMcLeod as an Administrative Associate based in Regina, Saskatchewan. This role combines effective administration with a robust 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.