Scotia Wealth Management
Administrative Associate in St Judes
Job Description
Enhance client experiences as an Administrative Associate with a focus on client administration, support, and marketing in St Judes, Newfoundland and Labrador. Leverage your organizational skills to manage transactions, resolve inquiries, and strengthen relationships.
This role in the securities industry requires experience and approval as an Investment Representative with CIRO. You'll provide exceptional client service, coordinating events and materials to boost business opportunities. Your role involves working closely with Wealth Advisors to track goals and reports, ensuring timely issue resolutions and transaction management.
Key Responsibilities:
• Manage all client administrative processes efficiently
• Support Wealth Advisors in client portfolio reviews
• Respond promptly to client inquiries and issues
• Coordinate marketing materials and events
• Build strong relationships across departments
Requirements:
• Experience in the securities industry
• C...
This role in the securities industry requires experience and approval as an Investment Representative with CIRO. You'll provide exceptional client service, coordinating events and materials to boost business opportunities. Your role involves working closely with Wealth Advisors to track goals and reports, ensuring timely issue resolutions and transaction management.
Key Responsibilities:
• Manage all client administrative processes efficiently
• Support Wealth Advisors in client portfolio reviews
• Respond promptly to client inquiries and issues
• Coordinate marketing materials and events
• Build strong relationships across departments
Requirements:
• Experience in the securities industry
• C...