Become an Administrative Support Specialist at ScotiaMcLeod in Edmonton, Alberta. Deliver exceptional client service and operational support to Wealth Advisors in a dynamic wealth management environment.
As an Administrative Associate, your role will be pivotal in client service and operational effectiveness. You will manage administrative processes, assist with portfolio management, and respond to client inquiries. Collaboration across departments will enable you to create impactful marketing initiatives to attract new business.
Key Responsibilities:
• Oversee client administration and issue resolution
• Facilitate portfolio reviews and client trade processing
• Coordinate marketing materials and client outreach events
• Manage reports tracking business progress and client recommendations
• Foster collaboration across various teams and departments
Requirements:
• Experience in the securities industry required
• CIRO Investment Representative approval
•...