Job Description
Elevate client experiences as an Administrative Associate at ScotiaMcLeod in New Glasgow, Nova Scotia. Your role will focus on supporting Wealth Advisors with superb administration and service.
This critical role involves managing administrative tasks that ensure seamless trading and exceptional client service for Wealth Advisors. You will facilitate portfolio reviews, resolve client inquiries, and coordinate strategic marketing events to strengthen business growth and client relationships.
Key Responsibilities:
• Manage client administrative processes and escalations
• Perform portfolio reviews and track client trades
• Handle client inquiries efficiently and effectively
• Coordinate marketing seminars and materials for opportunities
• Track performance reports for Wealth Advisors
Requirements:
• Experience within the securities sector
• CIRO Investment Representative approval required
• Effective verbal and written communication skills
• Strong org...
This critical role involves managing administrative tasks that ensure seamless trading and exceptional client service for Wealth Advisors. You will facilitate portfolio reviews, resolve client inquiries, and coordinate strategic marketing events to strengthen business growth and client relationships.
Key Responsibilities:
• Manage client administrative processes and escalations
• Perform portfolio reviews and track client trades
• Handle client inquiries efficiently and effectively
• Coordinate marketing seminars and materials for opportunities
• Track performance reports for Wealth Advisors
Requirements:
• Experience within the securities sector
• CIRO Investment Representative approval required
• Effective verbal and written communication skills
• Strong org...