Support Wealth Advisors in Edmonton through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod.
As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. You will deliver client service through effective administration, trade entry, and timely transaction support. The position also involves investigating escalations, identifying client needs, coordinating marketing activities, and managing tracking reports.
Key Responsibilities:
- Manage administrative processes and investigate client escalations
- Support portfolio reviews and enter directed client trades
- Respond to inquiries and resolve issues promptly
- Coordinate marketing materials, events, and seminars
- Manage reports tracking targets, recommendations, and financial plans
Requirements:
- Experience in the securities industry
- Investment Representative approval with CIRO
- Excellent verbal and written communication
- Robust organization, initiative, and independent working ability
- Meticulous attention to detail and time management
Bring securities experience, client service expertise, and organized administration to ScotiaMcLeod’s Edmonton wealth management team.