ScotiaMcLeod Administrative Associate

Position: Scotia McLeod Administrative Associate Role
Expand your career opportunities as an Administrative Associate at Scotia Mc Leod  in Vancouver, British Columbia. This role is integral to providing exceptional service to Wealth Advisors and their clients.

As an Administrative Associate, you will ensure smooth operations by managing administrative tasks, facilitating client transactions, and enhancing communication with clients. Your work will include portfolio reviews, marketing coordination, and collaborating with different teams to achieve client goals. Strong organizational abilities and a focus on client service are essential attributes for this position.

Key Responsibilities:

• Manage all aspects of client administration and escalations

• Process client trades as directed by Wealth Advisors

• Coordinate seminars and marketing material efficiently

• Track reports for Wealth Advisors' performance metrics

• Collaborate effectively across business lines

Requirements:

• Experience in the securities industry required

• CIRO-approved Investment Representative (IR) status

• Strong written and verbal communication skills

• Meticulous organizational skills and time management

• Proven customer service skills and initiative

Become a vital part of Scotia Mc Leod ’s mission to deliver top-notch client service and support.
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