Support Wealth Advisors in Waterloo through securities administration and responsive client service at ScotiaMcLeod. Manage daily trading activities while addressing client needs with precision.
As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. Your work combines client administration, portfolio review support, trade entry, and issue resolution. You will also coordinate marketing materials, events, and seminars while maintaining tracking reports.
Key Responsibilities:
- Manage administrative processes and investigate client service escalations
- Enter client trades as directed by clients or Advisors
- Respond to inquiries and resolve issues promptly
- Coordinate marketing materials, events, and seminars
- Maintain reports covering targets, recommendations, and financial plans
Requirements:
- Experience in the securities industry
- Investment Representative approval with CIRO
- Excellent verbal and written communication skills
- Strong organization, initiative, and independent work ability
- Meticulous attention to detail and time management
Bring securities experience, trade administration, and client service expertise to ScotiaMcLeod's Wealth Advisor support team in Waterloo.
ScotiaMcLeod Wealth Administration Associate in Alton employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
