Wealth Management Administrative Associate (London)

Wealth Management Administrative Associate (London)

11 Nov
|
Scotia Wealth Management
|
London

11 Nov

Scotia Wealth Management

London

Support Wealth Advisors in London, Ontario, using securities industry experience, client service, and accurate trading administration. Manage client needs through responsive daily support.As an Administrative Associate at Scotiabank, you will contribute to the success of one or more Wealth Advisors. The role combines client administration, portfolio review support, trade entry, and timely transaction processing. You will also coordinate marketing activities and maintain tracking reports supporting targets, recommendations, and financial plans or concepts.Key Responsibilities:Manage administrative processes and investigate client escalationsEnter client trades as directed by clients or AdvisorsRespond to inquiries and resolve issues promptlyCoordinate marketing materials, events, and seminarsMaintain tracking reports for Wealth Advisor reviewRequirements:Experience in the securities industryInvestment Representative approval with CIROExcellent verbal and written communicationStrong organizational and time management skillsAbility to work independently and meet deadlinesApply your securities knowledge, client service expertise, and administrative precision supporting Scotiabank Wealth Advisors in London.

📌 Wealth Management Administrative Associate (London)
🏢 Scotia Wealth Management
📍 London

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