Client-Focused Administrative Associate

Position: Client-Focused Administrative Associate Role
Elevate your career with Scotia Mc Leod  as an Administrative Associate focused on exceptional client service and support. This opportunity in Richmond promotes a collaborative team environment.

As an Administrative Associate at Scotia Mc Leod , you will play a vital role in client administration and ensure effective processes while supporting Wealth Advisors. Your day-to-day tasks will involve handling client inquiries, resolving issues promptly, and overseeing the administration of trades. Additionally, you will coordinate marketing efforts and manage tracking reports to drive business growth.

Key Responsibilities:

• Manage client administration processes and escalations

• Support advisors in client portfolio reviews and trade entries

• Respond to client inquiries and resolve issues effectively

• Coordinate marketing materials and seminars to increase opportunities

• Build relationships across departments by collaborating actively

Requirements:

• Experience in the securities industry is essential

• Approved Investment Representative (IR) status with CIRO

• Exceptional verbal and written communication skills

• Strong organizational and time management abilities

• Attention to detail and a client-focused approach

Enhance your career with Scotia Mc Leod  where client service and collaboration are at the forefront of success.
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