ScotiaMcLeod Administrative Associate

Position: Scotia McLeod Administrative Associate Opening
Elevate client experience at Scotia Mc Leod  as an Administrative Associate in Brandon, Manitoba. Manage client interactions and administrative tasks to support wealth management services.
As part of Scotia Wealth Management®, the Administrative Associate will contribute to client success by ensuring effective administration for Wealth Advisors.

Your role includes facilitating portfolio reviews, responding to client inquiries, and assisting with marketing outreach to grow the business. Collaboration across departments is encouraged to enhance service delivery.

Key Responsibilities:

• Manage administrative escalations and document processes

• Provide exemplary client service and support Wealth Advisors

• Facilitate marketing materials and events for client engagement

• Ensure timely resolution of client inquiries and transactions

• Maintain tracking reports for portfolio and financial strategy monitoring
Requirements:

• Experience in the securities industry is advantageous

• Approval as an Investment Representative by CIRO

• Proficient verbal and written communication abilities

• Strong organizational and detail-oriented mindset

• Independent work ethic and adept at meeting deadlines
Contribute your skills in client service and administration as an Administrative Associate at Scotia Mc Leod  in Brandon.
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