Administrative Associate at ScotiaMcLeod

Enhance client service as an Administrative Associate with Scotia Mc Leod  in Calgary, Alberta. This role emphasizes seamless administration and effective trading to support Wealth Advisors every day.

In this position, you will significantly contribute to Wealth Advisors by ensuring top-tier client service through proficient administrative tasks. Your responsibilities include managing client inquiries, facilitating timely transactions, and supporting marketing initiatives. You will be a pivotal part of a collaborative team that prioritizes client needs and service excellence while having the opportunity to build strong business relationships.

Key Responsibilities:

• Manage all client administration processes effectively

• Facilitate timely responses and resolutions for client inquiries

• Coordinate marketing materials and events to boost assets

• Track reports for Wealth Advisors on targets and recommendations

• Collaborate with teams across various departments

Requirements:

• Experience in the securities industry is essential

• Approval as an Investment Representative (IR) with CIRO

• Strong verbal and written communication skills

• Excellent organizational and time management abilities

• Attention to detail with a focus on exceptional service

Become an integral part of Scotia Mc Leod  by enhancing administrative efficiency and client service.