Job Description
Elevate client relations as an Administrative Associate with ScotiaMcLeod in Oakville, Ontario. Support Wealth Advisors and manage crucial administrative tasks to enhance service quality.
ScotiaMcLeod seeks an Administrative Associate to boost the efficiency of Wealth Advisors. This role encompasses managing client inquiries, facilitating transactions, and assisting in portfolio management meetings. Your attention to detail is vital in maintaining tracking reports and coordinating marketing events.
Key Responsibilities:
• Oversee all administrative procedures for client service
• Facilitate client transactions for Wealth Advisors
• Coordinate and promote marketing events effectively
• Maintain detailed tracking reports for business growth
• Collaborate across departments to share client insights
Requirements:
• Relevant experience in the securities sector
• CIRO Investment Representative approval mandatory
• Strong organizational and detail-oriented ski...
ScotiaMcLeod seeks an Administrative Associate to boost the efficiency of Wealth Advisors. This role encompasses managing client inquiries, facilitating transactions, and assisting in portfolio management meetings. Your attention to detail is vital in maintaining tracking reports and coordinating marketing events.
Key Responsibilities:
• Oversee all administrative procedures for client service
• Facilitate client transactions for Wealth Advisors
• Coordinate and promote marketing events effectively
• Maintain detailed tracking reports for business growth
• Collaborate across departments to share client insights
Requirements:
• Relevant experience in the securities sector
• CIRO Investment Representative approval mandatory
• Strong organizational and detail-oriented ski...