Support Wealth Advisors in Toronto through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod. Deliver responsive service with precision.
As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. Your work combines securities administration, client transactions, portfolio review support, and issue resolution. You will also coordinate marketing activities and maintain tracking reports supporting advisor targets, recommendations, and financial plans.
Key Responsibilities: Manage administrative processes and investigate escalated client matters
Enter client trades as directed by clients or Advisors
Respond to inquiries and complete transactions promptly
Coordinate marketing materials, events, and seminars
Maintain tracking reports for Wealth Advisor review
Requirements: Experience in the securities industry
Investment Representative approval with CIRO
Excellent verbal and written communication skills
Robust organization, initiative, and deadline management
Meticulous attention to detail and client service skills
Apply administrative, trading, communication, and client service expertise supporting ScotiaMcLeod Wealth Advisors in Toronto.