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ScotiaMcLeod Administrative Associate Opportunity
Scotia Wealth Management
Opportunity Description
Explore an impactful role as an Administrative Associate at ScotiaMcLeod, delivering top-tier client service with a focus on seamless administration. Assist Wealth Advisors effectively while thriving in a team-centric culture.
In this essential position, you’ll empower Wealth Advisors through comprehensive administrative support, ensuring efficient client service and communication. Key duties include entering trades, managing escalated inquiries, and coordinating marketing efforts to drive business outcomes. You'll also help maintain tracking reports for financial plans while cultivating cross-departmental relationships.
Key Responsibilities:
• Manage client administration and inquiry resolutions
• Enter trades promptly as directed by Wealth Advisors
• Coordinate marketing initiatives to drive asset growth
• Compile and review tracking reports for business goals
• Collaborate with various teams to share insights
Requi...
In this essential position, you’ll empower Wealth Advisors through comprehensive administrative support, ensuring efficient client service and communication. Key duties include entering trades, managing escalated inquiries, and coordinating marketing efforts to drive business outcomes. You'll also help maintain tracking reports for financial plans while cultivating cross-departmental relationships.
Key Responsibilities:
• Manage client administration and inquiry resolutions
• Enter trades promptly as directed by Wealth Advisors
• Coordinate marketing initiatives to drive asset growth
• Compile and review tracking reports for business goals
• Collaborate with various teams to share insights
Requi...
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