Job Description
Support ScotiaMcLeod's Global Wealth Management team as a Bilingual Administrative Associate in Toronto, Ontario. This 12-month contract focuses on client service through administrative excellence in both Spanish and English.
As part of a high-performing team, you will ensure effective client administration and assist Advisors in managing portfolios. Your role involves compliance with regulations, fostering client relationships, organizing marketing activities, and streamlining operations. Your contributions are vital to the team’s success and the client's satisfaction.
Key Responsibilities:
• Assist Advisors in reviewing client investment portfolios
• Ensure timely documentation in compliance with industry regulations
• Organize client-focused marketing and engagement events
• Prepare and analyze financial reports for Advisor review
• Build collaborative working relationships within the branch team
Requirements:
• Proficient in both Spanish and English
• ...
As part of a high-performing team, you will ensure effective client administration and assist Advisors in managing portfolios. Your role involves compliance with regulations, fostering client relationships, organizing marketing activities, and streamlining operations. Your contributions are vital to the team’s success and the client's satisfaction.
Key Responsibilities:
• Assist Advisors in reviewing client investment portfolios
• Ensure timely documentation in compliance with industry regulations
• Organize client-focused marketing and engagement events
• Prepare and analyze financial reports for Advisor review
• Build collaborative working relationships within the branch team
Requirements:
• Proficient in both Spanish and English
• ...