Scotia Wealth Management
ScotiaMcLeod Wealth Management Associate
Job Description
Transform client service at ScotiaMcLeod as an Administrative Associate in Oakville, Ontario. This role empowers you to contribute to Wealth Advisors' success through effective administration and client engagement.
In this key position, you will play a pivotal role in supporting Wealth Advisors with client administration and enhancing overall service delivery. Your responsibilities will include managing client interactions, facilitating trade transactions, and assisting in various marketing initiatives. Collaboration with various teams will be crucial in maintaining a smooth operational flow.
Key Responsibilities:
• Ensure efficient management of client administration processes
• Demonstrate superior client service to build lasting relationships
• Support client trade entries and portfolio assessments
• Address client inquiries swiftly and resolve issues
• Assist in marketing events and tracking business metrics
Requi...
In this key position, you will play a pivotal role in supporting Wealth Advisors with client administration and enhancing overall service delivery. Your responsibilities will include managing client interactions, facilitating trade transactions, and assisting in various marketing initiatives. Collaboration with various teams will be crucial in maintaining a smooth operational flow.
Key Responsibilities:
• Ensure efficient management of client administration processes
• Demonstrate superior client service to build lasting relationships
• Support client trade entries and portfolio assessments
• Address client inquiries swiftly and resolve issues
• Assist in marketing events and tracking business metrics
Requi...