Job Description
Advance your career with ScotiaMcLeod as an Administrative Associate in Toronto. Focus on exceptional client service while supporting Wealth Advisors in their daily operations.
This role is designed for individuals with a strong background in the securities sector. You’ll play a crucial part in managing administrative tasks, executing trades, and ensuring client needs are met promptly. Your meticulous organization and initiative will contribute to effective team collaboration and client satisfaction in a wealth management context.
Key Responsibilities:
• Manage and execute all client administration tasks
• Facilitate regular reviews and trades for Wealth Advisors
• Coordinate marketing initiatives to generate new opportunities
• Analyze tracking reports for financial concepts and goals
• Engage across departments to share insights and expertise
Requirements:
• Must have experience in the securities field
• CIRO Investment Representative approval required
This role is designed for individuals with a strong background in the securities sector. You’ll play a crucial part in managing administrative tasks, executing trades, and ensuring client needs are met promptly. Your meticulous organization and initiative will contribute to effective team collaboration and client satisfaction in a wealth management context.
Key Responsibilities:
• Manage and execute all client administration tasks
• Facilitate regular reviews and trades for Wealth Advisors
• Coordinate marketing initiatives to generate new opportunities
• Analyze tracking reports for financial concepts and goals
• Engage across departments to share insights and expertise
Requirements:
• Must have experience in the securities field
• CIRO Investment Representative approval required