Join ScotiaMcLeod in London, Ontario as a Wealth Management Administrative Associate. Support Wealth Advisors by ensuring outstanding client service through efficient administration and trading tasks.
As an essential role within Scotia Wealth Management®, you will address client administration and tackle escalations effectively. Your role encompasses assisting in marketing initiatives, maintaining accurate tracking reports, and enhancing collaboration with various business lines, ultimately contributing to business growth.
Key Responsibilities:
• Oversee administrative processes for client services
• Respond to client inquiries, resolving issues promptly
• Coordinate marketing materials and events for growth opportunities
• Manage tracking reports for Wealth Advisor targets
• Foster working relationships across departmental contacts
Requirements:
• Background in the securities industry preferred
• CIRO Investment Representative approval required
• Excel...