Job Description
Shape client interactions as an Administrative Associate at ScotiaMcLeod in St John's, Newfoundland and Labrador. This role focuses on exceptional client service and effective administration in a dynamic team environment.
In this crucial position, you'll enable Wealth Advisors by handling administrative tasks and day-to-day trading activities. Building strong client relationships will be your priority as you respond to inquiries and process transactions in a timely manner. Additionally, you will contribute to marketing initiatives designed to identify new growth opportunities for the firm.
Key Responsibilities:
• Ensure effective management of client administrative processes
• Assist in client trades and portfolio reviews with advisors
• Organize marketing materials and events to drive growth
• Maintain reports for tracking performance targets
• Collaborate with various departments for knowledge sharing
Requirements:
• Proven experience in the securities doma...
In this crucial position, you'll enable Wealth Advisors by handling administrative tasks and day-to-day trading activities. Building strong client relationships will be your priority as you respond to inquiries and process transactions in a timely manner. Additionally, you will contribute to marketing initiatives designed to identify new growth opportunities for the firm.
Key Responsibilities:
• Ensure effective management of client administrative processes
• Assist in client trades and portfolio reviews with advisors
• Organize marketing materials and events to drive growth
• Maintain reports for tracking performance targets
• Collaborate with various departments for knowledge sharing
Requirements:
• Proven experience in the securities doma...