Client Administration Associate at ScotiaMcLeod

Elevate your career with ScotiaMcLeod as a Client Administration Associate. Leverage your securities industry expertise to enhance client relationships and streamline administrative processes in a dynamic environment.
ScotiaMcLeod, part of Scotia Wealth Management®, is seeking a Client Administration Associate for its location in Sault Ste Marie, Ontario. This role demands excellent communication and organizational skills, as you manage administrative tasks, support Advisors, and provide exceptional client service. Your contributions will foster lasting relationships while driving business growth through effective collaboration.
Key Responsibilities:
• Manage all client administration processes effectively
• Ensure high levels of service to deepen client relationships
• Support Advisors in portfolio reviews and trade entries
• Respond to client inquiries with prompt resolution
• Organize marketing materials and events to seize opportunities
Requirements:
• Ex...