Wealth Management Support Associate

Join ScotiaMcLeod in Edmonton as a Wealth Management Support Associate. This role focuses on delivering excellent client service while managing important administrative tasks.
ScotiaMcLeod is hiring an Administrative Associate to provide essential support to Wealth Advisors in the management of client inquiries and business growth strategies. Your role will involve effective client administration, transaction processing, and event coordination that drives marketing success. You'll thrive in a teamwork-focused environment that appreciates your contributions.
Key Responsibilities:
• Manage client administration and resolve escalations effectively
• Support the process of transactions and portfolio management
• Coordinate marketing events and prepare necessary materials
• Track and report evaluations for Wealth Advisors
• Collaborate with multiple departments seamlessly
Requirements:
• Experience in the securities industry is essential
• CIRO Investment Repre...