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.
Administrative Assistant at ScotiaMcLeod in Montréal 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.
