Support ScotiaMcLeod’s Wealth Advisors in London, Ontario as a Wealth Management Administrative Associate. This role combines expert client administration with timely execution of trading tasks to enhance client wealth.
As an Administrative Associate, your contributions will streamline operations by ensuring high levels of client service through effective administration of client accounts. You'll engage with clients, manage trades, and assist in marketing efforts to promote business growth. Your skills in organization and communication will be key in this impactful role.
Key Responsibilities:
• Facilitate effective client administration and resolve escalations
• Deliver high-quality client service at all touchpoints
• Assist in client portfolio reviews and trade processes
• Timely response to inquiries and client transactions
• Coordinate marketing efforts and materials for business growth
Requirements:
• Experience in the securities industry is required
•...