Join ScotiaMcLeod as an Administrative Associate, where your organizational skills and client service excellence will shine. Contribute to Wealth Advisors' success through effective administration and client support initiatives.
This role places you at the heart of client service delivery. You will manage all administrative processes, ensuring timely responses to client queries and entering trades as instructed. You’ll also assist in marketing efforts to foster business growth while tracking reports for Wealth Advisor reviews. Building strong inter-departmental relationships will be crucial for your success.
Key Responsibilities:
• Ensure efficient client administration and handling escalations
• Support portfolio reviews with timely trade entries
• Coordinate seminars and marketing materials to enhance opportunities
• Track business development reports for Wealth Advisors
• Collaborate across departments to share knowledge
Requirements:
• Background in the s...