Scotia Wealth Management
Administrative Support for Wealth Advisors
Job Description
Act as a key support for Wealth Advisors as an Administrative Associate at ScotiaMcLeod in New Glasgow, Nova Scotia. Provide exceptional client service through effective administration and communication.
Your role will be fundamental in managing client relations and assisting with daily trading activities. You will contribute to marketing campaigns and track performance metrics to support financial strategies. Be part of a collaborative environment that values integrity and innovation.
Key Responsibilities:
• Oversee efficient client administration and issue resolution
• Support portfolio reviews and execute client trades
• Coordinate marketing events and material preparation
• Manage reports for advisor growth strategies
• Cultivate relationships within various business sectors
Requirements:
• Experience in the securities industry is essential
• Must hold Investment Representative (IR) approval
• Strong written and verbal communication skills
• Outs...
Your role will be fundamental in managing client relations and assisting with daily trading activities. You will contribute to marketing campaigns and track performance metrics to support financial strategies. Be part of a collaborative environment that values integrity and innovation.
Key Responsibilities:
• Oversee efficient client administration and issue resolution
• Support portfolio reviews and execute client trades
• Coordinate marketing events and material preparation
• Manage reports for advisor growth strategies
• Cultivate relationships within various business sectors
Requirements:
• Experience in the securities industry is essential
• Must hold Investment Representative (IR) approval
• Strong written and verbal communication skills
• Outs...