Administrative Associate at ScotiaMcLeod
S
Scotiabank
📍 mississauga, peel region, Canada
Job Description
Elevate client services as an Administrative Associate with ScotiaMcLeod in Mississauga, Ontario. Support Wealth Advisors through effective administration and enhance client relationships every day.
The Administrative Associate role at ScotiaMcLeod focuses on high-level client administration, day-to-day trading activities, and exceptional service delivery. You will manage escalations, assist with client trades, and coordinate marketing materials and client events to support business growth. This is a dynamic position that requires strong organizational skills and the ability to independently meet deadlines.
Key Responsibilities:
• Manage administrative processes and escalations for clients
• Enter client trades and support advisor portfolio reviews
• Resolve client inquiries and ensure timely transactions
• Coordinate marketing materials and events to increase revenue
• Track reports for Wealth Advisors on performance and recommendations
Requirements:
• Exper...
The Administrative Associate role at ScotiaMcLeod focuses on high-level client administration, day-to-day trading activities, and exceptional service delivery. You will manage escalations, assist with client trades, and coordinate marketing materials and client events to support business growth. This is a dynamic position that requires strong organizational skills and the ability to independently meet deadlines.
Key Responsibilities:
• Manage administrative processes and escalations for clients
• Enter client trades and support advisor portfolio reviews
• Resolve client inquiries and ensure timely transactions
• Coordinate marketing materials and events to increase revenue
• Track reports for Wealth Advisors on performance and recommendations
Requirements:
• Exper...