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About the Role
Enhance client service and support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Sault Ste. Marie, Ontario. Excel in administration, client inquiries, and effective trading daily.
As a key player in ScotiaMcLeod, you will support one or more Wealth Advisors by managing administrative tasks and enhancing client relationships. This role requires a proactive mindset, strong communication, and organizational skills to ensure a seamless service experience. Your contributions will directly impact business growth through effective client administration and initiative-driven support.
Key Responsibilities:
• Manage all administrative processes to ensure effective client service
• Respond promptly to client inquiries and resolve issues
• Assist advisors with portfolio reviews and client trades
• Coordinate marketing materials and events for business growth
• Build relationships across departments to enhance collaboration
Requirements:
• Background i...
As a key player in ScotiaMcLeod, you will support one or more Wealth Advisors by managing administrative tasks and enhancing client relationships. This role requires a proactive mindset, strong communication, and organizational skills to ensure a seamless service experience. Your contributions will directly impact business growth through effective client administration and initiative-driven support.
Key Responsibilities:
• Manage all administrative processes to ensure effective client service
• Respond promptly to client inquiries and resolve issues
• Assist advisors with portfolio reviews and client trades
• Coordinate marketing materials and events for business growth
• Build relationships across departments to enhance collaboration
Requirements:
• Background i...
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