Client-Focused Administrative Support Assistant

Enhance client relationships as an Administrative Support Assistant at Scotia Mc Leod  in Toronto. Focus on account management, documentation, and prompt client communication.

In this role, you will provide essential administrative support to Advisors at Scotia Mc Leod  by onboarding clients and managing various account-related requests. Your organizational and communication skills will ensure clients receive timely assistance and a smooth onboarding experience. You are key to maintaining effective client-advisor interactions.

Key Responsibilities:

• Onboard new clients through efficient account setups

• Process client inquiries and account transactions accurately

• Keep detailed client records and documentation updates

• Respond to client requests and escalate issues as necessary

• Deliver professional client service in all interactions

Requirements:

• Background in the securities industry required

• Exceptional communication abilities, both written and verbal

• Strong organizational and multitasking skills

• Initiative to work independently and efficiently

• Detail-oriented with excellent time management skills

Join Scotia Mc Leod ’s dynamic team and contribute to enhancing wealth management services in Toronto.