Contribute to wealth management excellence as an Administrative Associate at ScotiaMcLeod in Calgary, Canada. You will ensure exceptional client service through effective administration and collaboration.
As an Administrative Associate, your role emphasizes providing top-tier support to Wealth Advisors by ensuring all client administration is handled efficiently. You will focus on deepening client relationships through timely issue resolution and facilitating portfolio reviews. Additionally, your coordination of marketing materials will help identify new revenue opportunities for the team.
Key Responsibilities:
• Oversee client administration processes with attention to details
• Assist in regular portfolio reviews and trade executions
• Resolve client inquiries and challenges efficiently
• Coordinate marketing materials to enhance visibility at events
• Foster collaboration across departments to improve service
Requirements:
• Background in the securities in...