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Client-Focused Administrative Associate Regina
Scotia Wealth Management
Opportunity Description
Elevate your career as an Administrative Associate with ScotiaMcLeod in Regina, Saskatchewan. Deliver exceptional client service through effective administration and support Wealth Advisors in managing client needs.
At ScotiaMcLeod, you will play a pivotal role as an Administrative Associate, ensuring smooth operations within Wealth Management. Your responsibilities will include facilitating client transactions, managing inquiries, and coordinating marketing efforts to foster business growth. This role demands effective communication skills and collaborative work in a dynamic team environment.
Key Responsibilities:
• Manage all administrative processes for seamless client administration
• Support Wealth Advisors with regular portfolio reviews and client trades
• Resolve client inquiries and transactions efficiently
• Coordinate marketing materials and events to attract new opportunities
• Build collaborative relationships across departments
Requirements:
• Ex...
At ScotiaMcLeod, you will play a pivotal role as an Administrative Associate, ensuring smooth operations within Wealth Management. Your responsibilities will include facilitating client transactions, managing inquiries, and coordinating marketing efforts to foster business growth. This role demands effective communication skills and collaborative work in a dynamic team environment.
Key Responsibilities:
• Manage all administrative processes for seamless client administration
• Support Wealth Advisors with regular portfolio reviews and client trades
• Resolve client inquiries and transactions efficiently
• Coordinate marketing materials and events to attract new opportunities
• Build collaborative relationships across departments
Requirements:
• Ex...
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