ScotiaMcLeod Administrative Associate Position
5 days ago
regina, division no. 6, Canada
Scotia Wealth Management
Full-time
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Enhance client relationships at ScotiaMcLeod as an Administrative Associate based in Regina, Saskatchewan. This role combines effective administration with a strong client service focus within a respected wealth management firm.
In this position, you will support Wealth Advisors by managing administrative processes and enhancing client service quality. You’ll be responsible for ensuring smooth operation of day-to-day trading and will also contribute to marketing efforts aimed at growth. Your collaboration across teams will be essential for overall success.
Key Responsibilities:
• Oversee administrative processes and client escalations
• Support advisors with trade entries and portfolio management
• Assist in coordinating marketing events and materials
• Track and analyze reports for targeted business growth
• Develop effective relationships with internal contacts
Requirements:
• Experience in the securities sector is required
• CIRO Investment Representative approval necessary
• Excellent verbal and written communication skills
• Strong organizational and time management capabilities
• Detail-oriented with a proactive approach to tasks
Leverage your skills in client service and administration to make an impact at ScotiaMcLeod.
In this position, you will support Wealth Advisors by managing administrative processes and enhancing client service quality. You’ll be responsible for ensuring smooth operation of day-to-day trading and will also contribute to marketing efforts aimed at growth. Your collaboration across teams will be essential for overall success.
Key Responsibilities:
• Oversee administrative processes and client escalations
• Support advisors with trade entries and portfolio management
• Assist in coordinating marketing events and materials
• Track and analyze reports for targeted business growth
• Develop effective relationships with internal contacts
Requirements:
• Experience in the securities sector is required
• CIRO Investment Representative approval necessary
• Excellent verbal and written communication skills
• Strong organizational and time management capabilities
• Detail-oriented with a proactive approach to tasks
Leverage your skills in client service and administration to make an impact at ScotiaMcLeod.