Wealth Management Admin Associate — Client Service

A leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication...

Requisition ID: 243892 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...

A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills,...

A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills,...

A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills,...

Une entreprise financière de premier plan à Fredericton recherche un(e) Client Service Associate pour soutenir les conseillers en investissement. Ce poste exige une maîtrise du français et de l'anglais, ainsi qu'une capacité à fournir un service client exceptionnel. Le candidat idéal aura un diplôme pertinent et 1 à 2 ans d'expérience dans un rôle...

Description :Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional...

Work Location:Fredericton, New Brunswick, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

A leading pest control company in Canada is seeking an Administrative Support role focused on customer service and invoicing tasks. This position requires excellent customer relations skills and a strong attention to detail to maintain customer accounts accurately. Applicants should have a minimum of 2 years of admin experience, proficiency in Microsoft...

Une entreprise bancaire de premier plan à Fredericton recherche un(e) associé(e) au service client pour fournir un soutien administratif spécialisé aux conseillers en investissement. Le candidat idéal aura un diplôme académique, de bonnes compétences en communication, et sera prêt à suivre des formations pour acquérir une licence. Ce rôle clé...