Explore your potential as an Administrative Associate with ScotiaMcLeod in Oakville, Ontario. Support Wealth Advisors and enhance client relations through superior administrative skills.
This role at ScotiaMcLeod focuses on delivering exceptional client service while contributing to the Wealth Advisors' success. You'll manage administrative tasks, assist in portfolio management meetings, and engage with clients to resolve inquiries. Your collaborative spirit will be crucial to the team's overall efficiency and effectiveness.
Key Responsibilities:
• Oversee all administrative procedures related to client service
• Facilitate client transactions and assist Wealth Advisors
• Coordinate marketing events to attract new business
• Maintain tracking reports for business growth and client plans
• Collaborate effectively across departments and share insights
Requirements:
• Relevant experience in the securities sector is required
• CIRO Investment Representative ap...