Support Wealth Advisors in Waterloo through securities administration and responsive client service at ScotiaMcLeod. Manage daily trading activities while addressing client needs with precision.
As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. Your work combines client administration, portfolio review support, trade entry, and issue resolution. You will also coordinate marketing materials, events, and seminars while maintaining tracking reports.
Key Responsibilities:
Manage administrative processes and investigate client service escalations
Enter client trades as directed by clients or Advisors
Respond to inquiries and resolve issues promptly
Coordinate marketing materials, events,
and seminars
Maintain reports covering targets, recommendations, and financial plans
Requirements:
Experience in the securities industry
Investment Representative approval with CIRO
Excellent verbal and written communication skills
Robust organization, initiative, and independent work ability
Meticulous attention to detail and time management
Bring securities experience, trade administration, and client service expertise to ScotiaMcLeod’s Wealth Advisor support team in Waterloo.