Found Description
Drive client success at ScotiaMcLeod in Toronto, Ontario as an Administrative Support role. You will be crucial in delivering outstanding client service and administrative efficiency.
In this position, you will ensure effective administration by managing trades and providing timely responses to client inquiries. Supporting Wealth Advisors through marketing efforts and tracking reports will be vital for business growth. Your role will involve active collaboration amongst teams, fostering a culture of shared knowledge and success.
Key Responsibilities:
• Manage client administration and escalate issues for resolution
• Process client trades directed by Wealth Advisors
• Coordinate marketing materials and client events
• Track performance reports related to client financial strategies
• Build relationships across different business lines for improved service
Requirements:
• Experience within the securities sector
In this position, you will ensure effective administration by managing trades and providing timely responses to client inquiries. Supporting Wealth Advisors through marketing efforts and tracking reports will be vital for business growth. Your role will involve active collaboration amongst teams, fostering a culture of shared knowledge and success.
Key Responsibilities:
• Manage client administration and escalate issues for resolution
• Process client trades directed by Wealth Advisors
• Coordinate marketing materials and client events
• Track performance reports related to client financial strategies
• Build relationships across different business lines for improved service
Requirements:
• Experience within the securities sector
Ready to Apply?
Submit your application for ScotiaMcLeod Administrative Support Role at Scotia Wealth Management
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