Scotia Wealth Management
Wealth Management Administrative Associate
Job Description
Elevate your career as a Wealth Management Administrative Associate at ScotiaMcLeod in Brandon, Manitoba. This position revolves around enhancing client relationships through meticulous administration and support.
The role involves managing client administration processes, supporting advisors with portfolio reviews, and ensuring timely resolution of inquiries. You will also play a key role in coordinating marketing initiatives to drive asset growth while maintaining strong collaboration across teams.
Key Responsibilities:
• Manage all aspects of client administration and escalations
• Provide timely responses to client inquiries and issues
• Support advisors with regular portfolio reviews and trades
• Build relationships with various departmental contacts
• Coordinate marketing materials and client events
Requirements:
• Experience within the securities industry preferred
• Must be approved as an Investment Representative by CIRO
• Strong verbal and wri...
The role involves managing client administration processes, supporting advisors with portfolio reviews, and ensuring timely resolution of inquiries. You will also play a key role in coordinating marketing initiatives to drive asset growth while maintaining strong collaboration across teams.
Key Responsibilities:
• Manage all aspects of client administration and escalations
• Provide timely responses to client inquiries and issues
• Support advisors with regular portfolio reviews and trades
• Build relationships with various departmental contacts
• Coordinate marketing materials and client events
Requirements:
• Experience within the securities industry preferred
• Must be approved as an Investment Representative by CIRO
• Strong verbal and wri...