Join ScotiaMcLeod as Administrative Associate
S
Scotiabank
📍 london, on, Canada
Job Description
Join ScotiaMcLeod in London, Ontario as an Administrative Associate. Contribute significantly to client satisfaction through efficient administration and support for Wealth Advisors.
As an Administrative Associate, you’ll play a vital role in the operations of Wealth Advisors by ensuring high standards of client service. You'll handle client inquiries, support with day-to-day trading, and coordinate marketing materials, which will be key to driving business growth and enhancing client relationships.
Key Responsibilities:
• Ensure effective administration of client processes
• Support advisor portfolio reviews and manage trades
• Address client inquiries and resolve issues effectively
• Organize marketing materials for events and seminars
• Collaborate across teams to share knowledge and insights
Requirements:
• Proven experience in the securities industry
• Investment Representative approval from CIRO
...
As an Administrative Associate, you’ll play a vital role in the operations of Wealth Advisors by ensuring high standards of client service. You'll handle client inquiries, support with day-to-day trading, and coordinate marketing materials, which will be key to driving business growth and enhancing client relationships.
Key Responsibilities:
• Ensure effective administration of client processes
• Support advisor portfolio reviews and manage trades
• Address client inquiries and resolve issues effectively
• Organize marketing materials for events and seminars
• Collaborate across teams to share knowledge and insights
Requirements:
• Proven experience in the securities industry
• Investment Representative approval from CIRO
...