Job Description
Optimize client support as an Administrative Associate in Wealth Management at Scotiabank. Contribute to operational success by enhancing client service and advisor support.
In this role located in Vancouver, British Columbia, you will assist Wealth Advisors by managing client inquiries and ensuring smooth administrative processes. You will play a pivotal role in executing trades, supporting portfolio reviews, and coordinating marketing activities to facilitate business growth. Strong communication and organizational skills are crucial for success.
Key Responsibilities:
• Facilitate effective client administration and issue resolution
• Support advisors with timely entry of client trades
• Coordinate marketing seminars and materials for business growth
• Manage tracking reports for advisor evaluations
• Foster cross-departmental relationships for improved service
Requirements:
• Experience within the securities industry is a must
• Must be an approved Inve...
In this role located in Vancouver, British Columbia, you will assist Wealth Advisors by managing client inquiries and ensuring smooth administrative processes. You will play a pivotal role in executing trades, supporting portfolio reviews, and coordinating marketing activities to facilitate business growth. Strong communication and organizational skills are crucial for success.
Key Responsibilities:
• Facilitate effective client administration and issue resolution
• Support advisors with timely entry of client trades
• Coordinate marketing seminars and materials for business growth
• Manage tracking reports for advisor evaluations
• Foster cross-departmental relationships for improved service
Requirements:
• Experience within the securities industry is a must
• Must be an approved Inve...