Become a key player as an Administrative Associate at ScotiaMcLeod in St John's, Newfoundland and Labrador. Your focus will be on delivering outstanding client service through efficient administration and effective trading support.
This role involves directly contributing to the success of Wealth Advisors by managing client accounts and facilitating transactions. You will cultivate strong client relationships by promptly addressing inquiries and participating in portfolio reviews. Your role extends to marketing assistance, helping in the organization of materials and events that drive business growth.
Key Responsibilities:
• Oversee efficient client administration and escalations
• Assist advisors with client trades and portfolio management
• Contribute to marketing efforts to boost assets
• Track performance reports for advisors' review
• Foster collaborative relationships across departments
Requirements:
• Securities industry experience essential
• IR ap...