Administrative Associate in Wealth Management

Contribute to ScotiaMcLeod as an Administrative Associate dedicated to client support and administrative excellence. This Richmond-based role thrives on collaboration within a reputable wealth management firm.
As an Administrative Associate, you will ensure that all administrative tasks related to client services are conducted efficiently. This includes managing trades, supporting Wealth Advisors, and responding to client inquiries to foster strong relationships. You will also assist in marketing initiatives that aim to enhance business performance and track various financial plans.
Key Responsibilities:
• Ensure thorough client administration and effective process handling
• Support advisor-led portfolio reviews and enter client trades
• Address and resolve client inquiries in a timely manner
• Coordinate marketing materials and events for business growth
• Develop productive working relationships across different teams
Requirements:
• Experience in the secu...