ScotiaMcLeod Administrative Associate - Toronto Plaza

ScotiaMcLeod is a cornerstone of Scotia Wealth Management® and a full‑service wealth management firm with a proud history dating back to 1921. We’re known for service excellence, trusted advice, and a collaborative culture, and we help clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Overview

As an Administrative Associate you will contribute to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved through effective administration and day‑to‑day trading of their business.

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships.
  • Support the advisor in regular reviews of portfolios, including entering client t...