Client Service Administrative Associate

Position: Client Service Administrative Associate Role
Join Scotia Mc Leod  as a Client Service Administrative Associate in Kingston, Ontario, where your role will enhance client relationships and ensure smooth administrative functions.

As an Administrative Associate at Scotia Mc Leod , you'll play a vital role in supporting Wealth Advisors. This position requires a solid background in the securities industry and the ability to manage client correspondence and administrative tasks effectively. Key duties include processing client transactions, managing inquiries, and providing marketing support to drive revenue growth.

Key Responsibilities:

• Oversee client administration, handling inquiries and escalations

• Facilitate regular portfolio reviews and trade execution for clients

• Organize marketing materials for client events and networking

• Track business performance and assist in reporting

• Build collaborative relationships with various teams

Requirements:

• Experience in the securities industry is essential

• CIRO Investment Representative (IR) approval required

• Excellent communication and organizational skills

• Detail-oriented with effective time management capabilities

• Professional demeanor focused on client service

Bring your skills to Scotia Mc Leod  and help foster meaningful client connections in Kingston.
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