Found Description
Join ScotiaMcLeod's dedicated team in Mississauga as a Wealth Management Administrative Associate. Drive client satisfaction through meticulous administration and supportive trade execution daily.
In the role of Administrative Associate, you will back Wealth Advisors, ensuring top-notch service and seamless operational processes. Your responsibilities will include managing client requests, troubleshooting escalations, and coordinating marketing efforts for growth opportunities. This position offers a chance to showcase your client service and organization skills while working in a fast-paced environment.
Key Responsibilities:
• Oversee all client administration and process management
• Support Wealth Advisors in trade execution and reviews
• Address client inquiries and resolve issues promptly
• Assist in marketing event execution for client engagement
• Maintain tracking reports for financial targets and recommendations
Requirements:
• Experience in securiti...
In the role of Administrative Associate, you will back Wealth Advisors, ensuring top-notch service and seamless operational processes. Your responsibilities will include managing client requests, troubleshooting escalations, and coordinating marketing efforts for growth opportunities. This position offers a chance to showcase your client service and organization skills while working in a fast-paced environment.
Key Responsibilities:
• Oversee all client administration and process management
• Support Wealth Advisors in trade execution and reviews
• Address client inquiries and resolve issues promptly
• Assist in marketing event execution for client engagement
• Maintain tracking reports for financial targets and recommendations
Requirements:
• Experience in securiti...
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