Elevate client service quality with ScotiaMcLeod as an Administrative Associate in St. Catharines. Deliver effective administration and day-to-day trading to enhance Wealth Advisors’ success. This 12-month contract role focuses on supporting Wealth Advisors through superior client service and meticulous administration.
You will manage escalating client requests, perform accurate trade entries, and assist with marketing initiatives to grow business and client relationships. A team-oriented environment enables you to thrive while contributing to clients' financial success. Key Responsibilities:
- Manage client administration processes and escalations
- Support advisors in portfolio reviews and trade entries
- Respond to client inquiries and resolve issues promptly
- Coordinate marketing materials, events, and seminars
- Track and review reports on business growth and targets
Requirements:
- Industry experience in securities and investment roles
- CIRO Investment Representative approval required
- Excellent communication and organizational skills
- Initiative, independence, and deadline-oriented
- Detail-focused with exceptional client service abilities
Drive successful client outcomes through effective administration and relationship management in wealth management.