Job Description
Join ScotiaMcLeod in Sault Ste Marie as an Administrative Expert, focusing on client service and operational excellence within a respected wealth management firm.
As part of Scotia Wealth Management®, ScotiaMcLeod offers a collaborative culture designed for your growth and success. In this Administrative Associate role, you will manage client transactions, provide stellar service, and support marketing initiatives. Your proactive nature will help strengthen client relationships and drive business efforts positively.
Key Responsibilities:
• Oversee client administration and process escalations
• Deliver high levels of service to bolster client trust
• Assist Advisors in portfolio management and trade execution
• Address client inquiries and resolve issues promptly
• Coordinate events and marketing efforts for business growth
Requirements:
• Background in the securities industry required
• Approval as an Investment Representative (IR) necessary
• Excellen...
As part of Scotia Wealth Management®, ScotiaMcLeod offers a collaborative culture designed for your growth and success. In this Administrative Associate role, you will manage client transactions, provide stellar service, and support marketing initiatives. Your proactive nature will help strengthen client relationships and drive business efforts positively.
Key Responsibilities:
• Oversee client administration and process escalations
• Deliver high levels of service to bolster client trust
• Assist Advisors in portfolio management and trade execution
• Address client inquiries and resolve issues promptly
• Coordinate events and marketing efforts for business growth
Requirements:
• Background in the securities industry required
• Approval as an Investment Representative (IR) necessary
• Excellen...
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