31 Oct
|
Scotia Wealth Management
|
Markham
31 Oct
Scotia Wealth Management
Markham
Build your career in wealth management with ScotiaMcLeod as an Administrative Associate in Markham. Utilize your organizational skills and client service expertise in a cooperative 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 processesSupport regular portfolio reviews and client tradesCoordinate marketing events and materials to drive opportunitiesManage tracking reports for Wealth AdvisorsCollaborate across departments to share knowledgeRequirements:Experience in the securities industry preferredInvestment Representative approval with CIROStrong communication and organizational skillsAbility to work independently and meet deadlinesDetail-oriented with exceptional client service skillsBring your passion for the investment industry and contribute to ScotiaMcLeod's commitment to client success.
📌 Administrative Associate At Scotiamcleod (Markham)
🏢 Scotia Wealth Management
📍 Markham