Wealth Management Administrative Associate
S
Scotiabank
📍 town of sussex, nb, Canada
Job Description
Join ScotiaMcLeod as a Wealth Management Administrative Associate in Sussex, New Brunswick, focusing on exceptional client service and efficient administrative support for Wealth Advisors.
ScotiaMcLeod is looking for a dedicated individual to enhance client experiences through effective administration and business processes. This role includes managing client inquiries, executing trades, and providing essential marketing support. You'll thrive in a team-focused environment that prioritizes integrity and collaboration.
Key Responsibilities:
• Oversee client administration and related escalations
• Ensure timely execution of client trades and inquiries
• Support marketing efforts for events and materials
• Manage performance tracking reports for Wealth Advisors
• Build strong interdepartmental relationships
Requirements:
• Experience in the securities sector
• CIRO Investment Representative (IR) approval
• Strong verbal and written communication skills
ScotiaMcLeod is looking for a dedicated individual to enhance client experiences through effective administration and business processes. This role includes managing client inquiries, executing trades, and providing essential marketing support. You'll thrive in a team-focused environment that prioritizes integrity and collaboration.
Key Responsibilities:
• Oversee client administration and related escalations
• Ensure timely execution of client trades and inquiries
• Support marketing efforts for events and materials
• Manage performance tracking reports for Wealth Advisors
• Build strong interdepartmental relationships
Requirements:
• Experience in the securities sector
• CIRO Investment Representative (IR) approval
• Strong verbal and written communication skills