Enhance Wealth Advisor success as an Administrative Associate at ScotiaMcLeod, located in Montreal, Quebec. Focus on client service through meticulous administration and proactive support. In this vital role, you will ensure effective administration for Wealth Advisors at ScotiaMcLeod, fostering strong client relations.
Your activities include managing trades, addressing inquiries, and providing marketing assistance to promote business growth. Anticipating client needs and delivering top-notch service characteristics will define your contributions. Key Responsibilities:
- Oversee client administration and issue tracking
- Assist with client trade execution as instructed
- Organize marketing materials for events and seminars
- Maintain tracking reports for business performance
- Collaborate with cross-functional teams for insights Requirements:
- Experience in the securities industry required
- CIRO Investment Representative approval needed
- Robust communication and organizational abilities
- Ability to independently manage timelines
- Exceptional detail-oriented mindset and time management Become an integral part of ScotiaMcLeod's mission to deliver personalized wealth management solutions.