Client-Focused Administrative Associate Position

Join Scotia Mc Leod  as an Administrative Associate in Toronto, Ontario, where client service meets operational efficiency. This role supports Wealth Advisors to optimize client experiences through effective administration.

As an Administrative Associate, you'll play a pivotal role in contributing to client satisfaction and business success  will manage client-related tasks while assisting with marketing efforts to enhance revenue opportunities. This position thrives on collaboration, attention to detail, and proactive communication across departments.

Key Responsibilities:

• Oversee client administration and transaction processes

• Assist advisors with trade entries and portfolio reviews

• Resolve client inquiries promptly and professionally

• Coordinate marketing initiatives to generate business growth

• Build collaborative relationships across business lines

Requirements:

• Experience in the financial services sector

• CIRO approval as an Investment Representative (IR)

• Strong verbal and written communication skills

• Organizational skills with a detail-oriented approach

• Ability to work independently and meet deadlines

Make a significant impact as an Administrative Associate at Scotia Mc Leod , empowering clients through dedicated service.
#J-18808-Ljbffr