Scotiabank
Administrative Associate in Wealth Advisors
Job Description
Become a key contributor to ScotiaMcLeod’s success as an Administrative Associate in Richmond, British Columbia. This role emphasizes high-level administration and outstanding client interaction.
As an Administrative Associate, you will support Wealth Advisors by enhancing client service through effective administrative practices. Key tasks include managing inquiries, coordinating portfolio reviews, and assisting with marketing strategies to maximize business growth. Your ability to build strong relationships will be instrumental in ensuring a positive client experience and contributing to team objectives.
Key Responsibilities:
• Oversee effective client administration and necessary escalations
• Enter client trades under Advisor direction
• Assist in organizing marketing materials and seminars
• Manage tracking reports for financial planning and targets
• Build relationships across various departments
Requirements:
As an Administrative Associate, you will support Wealth Advisors by enhancing client service through effective administrative practices. Key tasks include managing inquiries, coordinating portfolio reviews, and assisting with marketing strategies to maximize business growth. Your ability to build strong relationships will be instrumental in ensuring a positive client experience and contributing to team objectives.
Key Responsibilities:
• Oversee effective client administration and necessary escalations
• Enter client trades under Advisor direction
• Assist in organizing marketing materials and seminars
• Manage tracking reports for financial planning and targets
• Build relationships across various departments
Requirements: