Vacancy Description
Join ScotiaMcLeod as an Administrative Associate in Calgary, Canada, where you will enhance client relationships through diligent administrative support and proactive communication.
In this dynamic role, you’ll be pivotal in supporting Wealth Advisors to deliver outstanding client service. Your responsibilities will include managing business operations, addressing client requests, and assisting in trade processes. You’ll also play a vital part in marketing efforts by organizing events and tracking business growth. Building effective partnerships across various departments will be crucial to this position.
Key Responsibilities:
• Handle client administration and escalations with care
• Support advisors in conducting client portfolio reviews
• Efficiently address client inquiries and transaction needs
• Assist in coordinating marketing materials and events
• Collaborate with different departments to optimize service
Requirements:
• Experience in the securities ...
In this dynamic role, you’ll be pivotal in supporting Wealth Advisors to deliver outstanding client service. Your responsibilities will include managing business operations, addressing client requests, and assisting in trade processes. You’ll also play a vital part in marketing efforts by organizing events and tracking business growth. Building effective partnerships across various departments will be crucial to this position.
Key Responsibilities:
• Handle client administration and escalations with care
• Support advisors in conducting client portfolio reviews
• Efficiently address client inquiries and transaction needs
• Assist in coordinating marketing materials and events
• Collaborate with different departments to optimize service
Requirements:
• Experience in the securities ...
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