Join ScotiaMcLeod as an Administrative Associate in Toronto, Ontario, where client service meets operational efficiency. This role supports Wealth Advisors to optimize client experiences through effective administration. As an Administrative Associate, you'll play a pivotal role in contributing to client satisfaction and business success at ScotiaMcLeod. You will manage client-related tasks while assisting with marketing efforts to enhance revenue opportunities. This position thrives on collaboration, attention to detail, and proactive communication across departments. Key Responsibilities:
Oversee client administration and transaction processes
Assist advisors with trade entries and portfolio reviews
Resolve client inquiries promptly and professionally
Coordinate marketing initiatives to generate business growth
Build cooperative relationships across business lines Requirements:
Experience in the financial services sector
CIRO approval as an Investment Representative (IR)
Solid verbal and written communication skills
Organizational skills with a detail-oriented approach
Ability to work independently and meet deadlines Make a significant impact as an Administrative Associate at ScotiaMcLeod, empowering clients through dedicated service. #J-18808-Ljbffr
📌 Client Focused Administrative Associate Position Toronto
🏢 Scotiabank
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.