Administrative Assistant at ScotiaMcLeod
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Elevate client service at ScotiaMcLeod as an Administrative Support Assistant in Montreal, Quebec. Contribute to the success of Wealth Advisors through effective administration and exceptional client interactions.
At ScotiaMcLeod, a leader in wealth management since 1921, you'll be part of a collaborative team focused on delivering personalized financial solutions. In this role, you're responsible for managing administrative processes, demonstrating high client service levels, and supporting Wealth Advisors in portfolio reviews. You'll coordinate events and keep track of reports to facilitate business growth.
Key Responsibilities:
- Manage administrative processes and client escalations
- Support Advisor in client trade reviews and inquiries
- Coordinate marketing materials and events
- Track reports for Wealth Advisor's business goals
- Collaborate effectively with departmental contacts
Requirements:
- Experience in the securities industry
- Approval as Investment Representative (IR)
- Strong communication and organizational skills
- Excellent time management and attention to detail
- Ability to meet deadlines independently
Bring your initiative and client service expertise to help build lasting relationships at ScotiaMcLeod.