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Wealth Management Administrative Associate
Scotia Wealth Management
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brandon, Canada
Location
brandon
Posted
June 03, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Elevate your career as a Wealth Management Administrative Associate at ScotiaMcLeod in Brandon, Manitoba. This position revolves around enhancing client relationships through meticulous administration and support.
The role involves managing client administration processes, supporting advisors with portfolio reviews, and ensuring timely resolution of inquiries. You will also play a key role in coordinating marketing initiatives to drive asset growth while maintaining strong collaboration across teams.
Key Responsibilities:
β’ Manage all aspects of client administration and escalations
β’ Provide timely responses to client inquiries and issues
β’ Support advisors with regular portfolio reviews and trades
β’ Build relationships with various departmental contacts
β’ Coordinate marketing materials and client events
Requirements:
β’ Experience within the securities industry preferred
β’ Must be approved as an Investmen...
The role involves managing client administration processes, supporting advisors with portfolio reviews, and ensuring timely resolution of inquiries. You will also play a key role in coordinating marketing initiatives to drive asset growth while maintaining strong collaboration across teams.
Key Responsibilities:
β’ Manage all aspects of client administration and escalations
β’ Provide timely responses to client inquiries and issues
β’ Support advisors with regular portfolio reviews and trades
β’ Build relationships with various departmental contacts
β’ Coordinate marketing materials and client events
Requirements:
β’ Experience within the securities industry preferred
β’ Must be approved as an Investmen...