Elevate client service as an Administrative Associate for Wealth Advisors at ScotiaMcLeod, based in Vancouver, British Columbia. Your organization and communication skills will ensure smooth operations and client satisfaction.
You will play an essential role in managing the administrative aspects of Wealth Advisors' practices. Providing excellent service to clients involves resolving inquiries, processing transactions, and supporting growth initiatives through marketing and reporting. Your proactive approach will be key in strengthening client relationships and building collaborative networks.
Key Responsibilities:
• Manage all aspects of client administration effectively
• Demonstrate high-level client service and support
• Coordinate marketing seminars and materials for events
• Track business growth reports and financial plans
• Collaborate with team members across departments
Requirements:
• Experience in the securities sector
• CIRO Investment Represe...