Build your career in wealth management with ScotiaMcLeod as an Administrative Associate in Markham. Utilize your organizational skills and client service expertise in a collaborative environment.
ScotiaMcLeod, a leader in wealth management since 1921, is seeking an Administrative Associate. This position is ideal for recent graduates from commerce, business, or finance programs eager to support advisors and enhance client relationships. You will coordinate marketing materials, manage client transactions, and ensure effective reporting for Wealth Advisors to track targets and financial plans.
Key Responsibilities:
• Ensure effective administration for client-related processes
• Support regular portfolio reviews and client trades
• Coordinate marketing events and materials to drive opportunities
• Manage tracking reports for Wealth Advisors
• Collaborate across departments to share knowledge
Requirements:
• Experience in the securities industry preferred
• Investment Representative approval with CIRO
• Robust communication and organizational skills
• Ability to work independently and meet deadlines
• Detail-oriented with exceptional client service skills
Bring your passion for the investment industry and contribute to ScotiaMcLeod’s commitment to client success.
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