Enhance client services at ScotiaMcLeod as an Administrative Associate in Edmonton, Alberta. Support Wealth Advisors by managing inquiries and ensuring seamless administration.
ScotiaMcLeod is seeking an Administrative Associate to bolster support for Wealth Advisors. In this key role, you will manage client administration and assist with transaction processing while fostering relationships across departments. Your contributions will directly impact marketing efforts while ensuring high-quality service and efficient operations.
Key Responsibilities:
• Manage client administration and issue escalations effectively
• Support transaction processing and conduct portfolio reviews
• Coordinate marketing events and manage materials
• Provide tracking and reports for Wealth Advisors
• Build relationships with various departments
Requirements:
• Experience in the securities industry is necessary
• CIRO Investment Representative (IR) approval required
• Strong ve...