Join ScotiaMcLeod in Regina as an Administrative Associate, where client service excellence is prioritized. Support Wealth Advisors through effective administration and proactive client engagement.
In this role, you will ensure high-quality client administration, assisting Wealth Advisors in managing portfolios and responding to client needs. Your contribution to client relationship management and marketing coordination is essential for business growth. Strong organizational skills and attention to detail will be key to your success.
Key Responsibilities:
• Oversee administrative processes to enhance client service
• Assist in client trades and portfolio reviews as directed
• Timely resolution of client inquiries and transactions
• Manage marketing materials and events for increased reach
• Foster knowledge sharing across various departments
Requirements:
• Experience within the securities sector
• CIRO Investment Representative approval
• Excellent ver...