Administrative Associate at ScotiaMcLeod

Elevate your career as an Administrative Associate with Scotia Mc Leod  in London, Ontario. Drive client success through effective administration and wealth management support in a collaborative culture.

In this integral role, you will support one or more Wealth Advisors by ensuring outstanding client service through administration and day-to-day trading activities. Your responsibilities will include managing client inquiries, facilitating transactions, and assisting with marketing efforts to boost revenue opportunities. This position calls for strong organizational skills and a proactive approach in an innovative team environment.

Key Responsibilities:

• Manage all administrative processes for client accounts

• Provide high-level client service to enhance relationships

• Coordinate marketing materials and events for advisors

• Track reports for Wealth Advisors on targets and plans

• Collaborate with various business departments for knowledge sharing

Requirements:

• Experience in the securities industry

• Approval as an Investment Representative (IR) with CIRO

• Excellent written and verbal communication skills

• Strong organizational and detail-oriented approach

• Proven ability to work independently and meet deadlines

Become a part of Scotia Mc Leod ’s legacy by delivering exceptional client service and contributing to their wealth management success.
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