Job Description
Elevate client service as an Administrative Associate with ScotiaMcLeod in New Glasgow, Nova Scotia. This role focuses on effective administrative support and client interactions to enhance wealth advisory services.
In this key position, you will support Wealth Advisors and contribute to building strong client relationships through meticulous administration and day-to-day trading activities. Your efforts will play a vital role in ensuring that client inquiries are resolved promptly, and trading processes are executed efficiently while engaging with various departments to foster collaboration.
Key Responsibilities:
• Manage all client administration and escalations
• Support advisors by conducting portfolio reviews
• Respond promptly to client inquiries and transactions
• Coordinate marketing materials for events and seminars
• Track financial reports to identify growth opportunities
Requirements:
• Experience in the securities industry
• Investment Represe...
In this key position, you will support Wealth Advisors and contribute to building strong client relationships through meticulous administration and day-to-day trading activities. Your efforts will play a vital role in ensuring that client inquiries are resolved promptly, and trading processes are executed efficiently while engaging with various departments to foster collaboration.
Key Responsibilities:
• Manage all client administration and escalations
• Support advisors by conducting portfolio reviews
• Respond promptly to client inquiries and transactions
• Coordinate marketing materials for events and seminars
• Track financial reports to identify growth opportunities
Requirements:
• Experience in the securities industry
• Investment Represe...