ScotiaMcLeod Administrative Support Role
Scotia Wealth Management
Job Description
Drive client success at ScotiaMcLeod in Toronto, Ontario as an Administrative Support role. You will be crucial in delivering outstanding client service and administrative efficiency. In this position, you will ensure effective administration by managing trades and providing timely responses to client inquiries.
Supporting Wealth Advisors through marketing efforts and tracking reports will be vital for business growth. Your role will involve active collaboration amongst teams, fostering a culture of shared knowledge and success. Key Responsibilities: • Manage client administration and escalate issues for resolution • Process client trades directed by Wealth Advisors • Coordinate marketing materials and client events • Track performance reports related to client financial strategies • Build relationships across different business lines for improved service Requirements: • Experience within the securities sector • Investment Representative (IR) status approved by CIRO • Proficient communication skills in verbal and writing • Strong organizational capabilities and independence in work • Detail-oriented with excellent ability to meet deadlines Contribute to ScotiaMcLeod's mission of personalized wealth management by enhancing your administrative and client service skills. #J-18808-Ljbffr