ScotiaMcLeod Administrative Associate Role
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Key Responsibilities
• Manage all aspects of client administration and escalations
• Process client trades as directed by Wealth Advisors
• Coordinate seminars and marketing material efficiently
• Track reports for Wealth Advisors' performance metrics
• Collaborate effectively across business lines
Requirements:
• Experience in the securities industry required
• CIRO-approved Investment Representative (IR) status
• Strong written and verbal communication skills
• Meticulous organizational skills and time management
• Proven customer service skills and initiative Become a vital part of ScotiaMcLeod’s mission to deliver top-notch client service and support.
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Vancouver, Metro Vancouver Regional District, Canada Scotiabank Full-time €42,000 - €60,000 ContractSelect how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 268388 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth...
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1 week ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Scotia Wealth Management Full-timeScotiaMcLeod, 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 picture-life, family, business, and...
