Administrative Associate at ScotiaMcLeod

Elevate your career with ScotiaMcLeod as an Administrative Associate, providing exceptional client service in a collaborative team environment. Ensure smooth administration processes to support Wealth Advisors and maximize client satisfaction.
In this pivotal role, you will facilitate the success of one or more Wealth Advisors by handling administration and day-to-day trading. Your responsibilities will include responding promptly to client inquiries, resolving issues, and entering trades as directed. Additionally, you'll assist in marketing efforts to boost opportunities for growth, manage tracking reports for business reviews, and foster effective relationships across departments.
Key Responsibilities:
• Manage administrative processes and client escalations
• Support portfolio reviews and enter client trades
• Coordinate marketing materials and events to drive revenue
• Track financial plans and recommendations for Wealth Advisors
• Collaborate effectively with ...