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About the Role
Become an Administrative Associate with ScotiaMcLeod in Toronto, Ontario, and focus on delivering top-tier client service and administrative efficiency.
As a pivotal support member, you'll work closely with Wealth Advisors to ensure effective management of client accounts and administrative processes. Your duties will encompass executing client trades, resolving inquiries, and aiding marketing efforts to grow the business. You'll thrive in a collaborative setting that values integrity, growth, and client satisfaction.
Key Responsibilities:
• Manage all aspects of client administration and escalations
• Support trading activities and client portfolio reviews
• Resolve client issues in a timely manner
• Provide marketing assistance for events and materials
• Build effective cross-department relationships
Requirements:
• Must have experience in the securities industry
• Approval from CIRO as an Investment Representative required
• Excellent communication s...
As a pivotal support member, you'll work closely with Wealth Advisors to ensure effective management of client accounts and administrative processes. Your duties will encompass executing client trades, resolving inquiries, and aiding marketing efforts to grow the business. You'll thrive in a collaborative setting that values integrity, growth, and client satisfaction.
Key Responsibilities:
• Manage all aspects of client administration and escalations
• Support trading activities and client portfolio reviews
• Resolve client issues in a timely manner
• Provide marketing assistance for events and materials
• Build effective cross-department relationships
Requirements:
• Must have experience in the securities industry
• Approval from CIRO as an Investment Representative required
• Excellent communication s...
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