Vacancy Description
Enhance client service and support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Sault Ste. Marie, Ontario. Excel in administration, client inquiries, and effective trading daily.
As a key player in ScotiaMcLeod, you will support one or more Wealth Advisors by managing administrative tasks and enhancing client relationships. This role requires a proactive mindset, strong communication, and organizational skills to ensure a seamless service experience. Your contributions will directly impact business growth through effective client administration and initiative-driven support.
Key Responsibilities:
• Manage all administrative processes to ensure effective client service
• Respond promptly to client inquiries and resolve issues
• Assist advisors with portfolio reviews and client trades
• Coordinate marketing materials and events for business growth
• Build relationships across departments to enhance collaboration
Requirements:
• Background i...
As a key player in ScotiaMcLeod, you will support one or more Wealth Advisors by managing administrative tasks and enhancing client relationships. This role requires a proactive mindset, strong communication, and organizational skills to ensure a seamless service experience. Your contributions will directly impact business growth through effective client administration and initiative-driven support.
Key Responsibilities:
• Manage all administrative processes to ensure effective client service
• Respond promptly to client inquiries and resolve issues
• Assist advisors with portfolio reviews and client trades
• Coordinate marketing materials and events for business growth
• Build relationships across departments to enhance collaboration
Requirements:
• Background i...
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