Job Description
Elevate your career with ScotiaMcLeod as an Administrative Associate focused on providing top-tier client service. In this role, manage essential administrative processes for Wealth Advisors, enhancing client relationships and business growth.
As an Administrative Associate, you will support one or more Wealth Advisors by ensuring efficient client administration and day-to-day operations. Your responsibilities will include managing escalations, entering trades as directed, and responding to client inquiries promptly. Collaborate with team members to produce marketing materials and track progress against financial goals.
Key Responsibilities:
• Manage all administrative processes and client escalations
• Support advisors with regular portfolio reviews and trades
• Respond to client requests and resolve issues efficiently
• Coordinate marketing materials, events, and seminars
• Track reports for Wealth Advisors on goals and plans
Requirements:
• Experience in t...
As an Administrative Associate, you will support one or more Wealth Advisors by ensuring efficient client administration and day-to-day operations. Your responsibilities will include managing escalations, entering trades as directed, and responding to client inquiries promptly. Collaborate with team members to produce marketing materials and track progress against financial goals.
Key Responsibilities:
• Manage all administrative processes and client escalations
• Support advisors with regular portfolio reviews and trades
• Respond to client requests and resolve issues efficiently
• Coordinate marketing materials, events, and seminars
• Track reports for Wealth Advisors on goals and plans
Requirements:
• Experience in t...