09 Nov
|
Scotiabank
|
Montreal
09 Nov
Scotiabank
Montreal
Elevate client service at ScotiaMcLeod as an Administrative Support Assistant in Montreal, Quebec. Contribute to the success of Wealth Advisors through effective administration and exceptional client interactions.At ScotiaMcLeod, a leader in wealth management since 1921, you'll be part of a team-oriented team focused on delivering personalized financial solutions. In this role, you're responsible for managing administrative processes, demonstrating high client service levels, and supporting Wealth Advisors in portfolio reviews. You'll coordinate events and keep track of reports to facilitate business growth.Key Responsibilities:Manage administrative processes and client escalationsSupport Advisor in client trade reviews and inquiriesCoordinate marketing materials and eventsTrack reports for Wealth Advisor's business goalsCollaborate effectively with departmental contactsRequirements:Experience in the securities industryApproval as Investment Representative (IR)Strong communication and organizational skillsExcellent time management and attention to detailAbility to meet deadlines independentlyBring your initiative and client service expertise to help build lasting relationships at ScotiaMcLeod.
📌 Administrative Assistant At Scotiamcleod (Montreal)
🏢 Scotiabank
📍 Montreal