Wealth Management Administrative Associate Role

Become an integral part of wealth management as an Administrative Associate at ScotiaMcLeod, located in Markham, Ontario. Drive client relations through administrative excellence and support for Wealth Advisors.
As part of a collaborative team, you will enhance client service by managing administrative functions for Wealth Advisors. Your role involves facilitating client inquiries, handling transactions, and providing marketing support to identify new growth opportunities. Fostering effective communication across departments will be essential to your success.
Key Responsibilities:
• Ensure effective management of client administration and processes
• Demonstrate high client service levels to enhance relationships
• Assist in entering and managing client trades effectively
• Respond to inquiries and resolve client issues quickly
• Coordinate marketing initiatives to support business growth
Requirements:
• Securities industry experience is a must
• IR approv...