Scotia Wealth Management
Wealth Management Administrative Associate Role
Description
Become an essential part of ScotiaMcLeod as an Administrative Associate in Grande Prairie, Alberta. This position emphasizes client interaction coupled with administrative prowess.
In this role, you will enhance client experiences by supporting Wealth Advisors efficiently. Your responsibilities will include administering client requests, executing trades, and facilitating marketing efforts to drive growth. Work within a team that prioritizes integrity, collaboration, and client satisfaction.
Key Responsibilities:
• Manage client administration and escalations effectively
• Conduct trade entries and assist advisors in portfolio assessments
• Resolve client issues and expedite transactions
• Organize marketing materials and seminars for growth
• Foster collaboration with various departments
Requirements:
• Experience in securities and investment sectors
• Valid CIRO Investment Representative approval
• Exceptional verbal and written communication skills
Apply Now
In this role, you will enhance client experiences by supporting Wealth Advisors efficiently. Your responsibilities will include administering client requests, executing trades, and facilitating marketing efforts to drive growth. Work within a team that prioritizes integrity, collaboration, and client satisfaction.
Key Responsibilities:
• Manage client administration and escalations effectively
• Conduct trade entries and assist advisors in portfolio assessments
• Resolve client issues and expedite transactions
• Organize marketing materials and seminars for growth
• Foster collaboration with various departments
Requirements:
• Experience in securities and investment sectors
• Valid CIRO Investment Representative approval
• Exceptional verbal and written communication skills