Elevate your career with ScotiaMcLeod as an Administrative Associate, delivering exceptional client service and efficient administration in Waterloo, Ontario. Support Wealth Advisors in maximizing client relationships and portfolio management.This administrative role focuses on enhancing client satisfaction while assisting Wealth Advisors in their daily operations. You will manage client inquiries, support portfolio reviews, and coordinate marketing efforts to drive business growth. Your proactive engagement will build robust relationships across departments,



ensuring effective communication and exemplary service.Key Responsibilities:- Manage all administrative processes and escalations- Support advisors with regular portfolio reviews- Enter client trades as directed by clients or advisors- Respond to client inquiries and resolve issues promptly- Coordinate marketing materials and events to boost revenueRequirements:- Experience in the securities industry- Approval as an Investment Representative with CIRO- Strong verbal and written communication- Excellent organizational and time management skills- Attention to detail and initiative in tasksBecome a vital part of ScotiaMcLeod’s team, driving client satisfaction and operational success.#J-18808-Ljbffr

📌 Administrative Associate, Remo (Toronto)
🏢 RBC
📍 Toronto