Found Description
Join ScotiaMcLeod as a Wealth Management Administrative Associate in Toronto, Ontario. Your primary focus will be enhancing client experiences through exceptional administrative support.
In this role, you will provide extensive administrative assistance to Wealth Advisors, ensuring effective trading operations and client relationship management. Your responsibilities will include processing trades, addressing client inquiries, and aiding marketing initiatives to increase business opportunities. Building collaborative relationships is key to contributing meaningfully to the success of the team.
Key Responsibilities:
• Handle administrative processes and client escalations efficiently
• Assist in managing client trades under Advisor direction
• Address and resolve client inquiries with professionalism
• Coordinate events and marketing materials to enhance visibility
• Foster working relationships across departmental teams
Requirements:
• Securities industry exp...
In this role, you will provide extensive administrative assistance to Wealth Advisors, ensuring effective trading operations and client relationship management. Your responsibilities will include processing trades, addressing client inquiries, and aiding marketing initiatives to increase business opportunities. Building collaborative relationships is key to contributing meaningfully to the success of the team.
Key Responsibilities:
• Handle administrative processes and client escalations efficiently
• Assist in managing client trades under Advisor direction
• Address and resolve client inquiries with professionalism
• Coordinate events and marketing materials to enhance visibility
• Foster working relationships across departmental teams
Requirements:
• Securities industry exp...
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