Support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Vancouver, British Columbia. Your role will focus on delivering superior client service and effective administration.As a vital member of our team, you'll ensure smooth business operations through effective support in administrative tasks and client service initiatives. The position emphasizes managing client inquiries, assisting with trades, and collaborating with various departments to enhance client experiences. You'll be at the heart of our commitment to service excellence.Key Responsibilities:Manage administrative processes for effective client serviceSupport portfolio reviews and execute client trades as neededAddress client queries and resolve issues swiftlyAssist in organizing marketing materials and eventsMaintain tracking reports for financial strategies and recommendationsRequirements:Background in the securities industry is preferredCIRO Investment Representative approval is a mustExceptional verbal and written communicationHighly organized with strong attention to detailAbility to take initiative and work independentlyUtilize your administrative acumen to enhance client relationships and support ScotiaMcLeod's mission in Vancouver.

📌 Administrative Associate - Wealth Management (Vancouver)
🏢 Scotia Wealth Management
📍 Vancouver