Elevate client service as an Administrative Associate with ScotiaMcLeod in Markham, Ontario. Utilize your organizational skills and industry expertise to support Wealth Advisors with administration and client inquiries.
As an Administrative Associate, you will play a crucial role in the success of Wealth Advisors. You will ensure high-level client service through effective administration, manage daily operations, and assist with client trades. Your contributions will enhance relationships and drive business growth through meticulous administration and timely responses.
Key Responsibilities:
• Manage all client administration processes effectively
• Demonstrate high levels of service to deepen client relationships
• Enter client trades as directed by advisors or clients
• Respond to inquiries and resolve issues promptly
• Coordinate marketing materials and events for business growth
Requirements:
• Experience in the securities industry
• IR approval with CI...