Job Description
Elevate your career with ScotiaMcLeod as an Administrative Associate in London, Ontario. Deliver exceptional client service and support Wealth Advisors through effective administration and trading processes.
In this key role, you will ensure smooth client administration, deepen relationships by managing client needs, and respond promptly to inquiries. Your responsibilities include supporting marketing efforts and helping track progress in business growth for Wealth Advisors, fostering collaboration with various departments.
Key Responsibilities:
• Manage all administrative processes related to client accounts
• Provide timely responses to client inquiries and issue resolution
• Assist with marketing materials, events, and seminars
• Track and report on Wealth Advisor goals and recommendations
• Build collaborative relationships across departments
Requirements:
• Experience in the securities industry
• Investment Representative approval with CIRO
• Stron...
In this key role, you will ensure smooth client administration, deepen relationships by managing client needs, and respond promptly to inquiries. Your responsibilities include supporting marketing efforts and helping track progress in business growth for Wealth Advisors, fostering collaboration with various departments.
Key Responsibilities:
• Manage all administrative processes related to client accounts
• Provide timely responses to client inquiries and issue resolution
• Assist with marketing materials, events, and seminars
• Track and report on Wealth Advisor goals and recommendations
• Build collaborative relationships across departments
Requirements:
• Experience in the securities industry
• Investment Representative approval with CIRO
• Stron...