Administrative Associate
4 weeks ago
We are seeking a highly skilled and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.
Key Responsibilities- Provide administrative support to Wealth Advisors, including managing client files, processing trades, and responding to client inquiries.
- Ensure accurate and timely completion of administrative tasks, including data entry, reporting, and record-keeping.
- Collaborate with cross-functional teams to resolve client issues and provide exceptional service.
- Develop and maintain strong relationships with clients, advisors, and internal stakeholders.
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practices.
- 2+ years of experience in a related field, such as financial services or administration.
- Strong communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office and other relevant software applications.
- Registration as an Investment Representative (IR) with CIRO is a requirement for this role.
- A dynamic and supportive work environment with opportunities for growth and development.
- A competitive salary and benefits package, including a comprehensive pension plan.
- Access to ongoing training and professional development opportunities.
- A collaborative and inclusive team culture that values diversity and inclusion.
At ScotiaMcLeod, we are committed to making a positive impact in our communities and helping our clients achieve their financial goals. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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