Enhance client relationships at Scotia McLeod 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
- Strong 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 Scotia McLeod.
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📌 ScotiaMcLeod Administrative Associate Position (Regina)
🏢 Scotia Wealth Management
📍 Regina
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