Job Description
Elevate client services as an Administrative Associate supporting Wealth Advisors in Brandon, Manitoba. Your administration and trading expertise will deliver exceptional service and build client relationships.
This role at Scotia is pivotal for enhancing client relations through effective administration. You will manage all client administration, support regular portfolio reviews, and respond promptly to inquiries. Providing marketing assistance and tracking business growth will also be key components of your responsibilities.
Key Responsibilities:
• Manage all client administrative processes and escalations
• Demonstrate high-level service to deepen client relationships
• Enter client trades as per Advisor instructions
• Resolve client inquiries and transactions promptly
• Coordinate marketing materials, events, and seminars
Requirements:
• Experience in the securities industry
• Approved Investment Representative with CIRO
• Excellent communication a...
This role at Scotia is pivotal for enhancing client relations through effective administration. You will manage all client administration, support regular portfolio reviews, and respond promptly to inquiries. Providing marketing assistance and tracking business growth will also be key components of your responsibilities.
Key Responsibilities:
• Manage all client administrative processes and escalations
• Demonstrate high-level service to deepen client relationships
• Enter client trades as per Advisor instructions
• Resolve client inquiries and transactions promptly
• Coordinate marketing materials, events, and seminars
Requirements:
• Experience in the securities industry
• Approved Investment Representative with CIRO
• Excellent communication a...