Wealth Management Administrative Associate

Position: Wealth Management Administrative Associate Role
Become an essential part of Scotia Mc Leod  as an Administrative Associate in Grande Prairie, Alberta. This position emphasizes client interaction coupled with administrative prowess.

In this role, you will enhance client experiences by supporting Wealth Advisors efficiently. Your responsibilities will include administering client requests, executing trades, and facilitating marketing efforts to drive growth. Work within a team that prioritizes integrity, collaboration, and client satisfaction.

Key Responsibilities:

• Manage client administration and escalations effectively

• Conduct trade entries and assist advisors in portfolio assessments

• Resolve client issues and expedite transactions

• Organize marketing materials and seminars for growth

• Foster collaboration with various departments

Requirements:

• Experience in securities and investment sectors

• Valid CIRO Investment Representative approval

• Exceptional verbal and written communication skills

• Strong organizational and time management capabilities

• Proven initiative and capability to work independently

Bring your administrative skills and commitment to client service to Scotia Mc Leod  in Grande Prairie and make a lasting impact.
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