Drive client service excellence as an Administrative Associate with ScotiaMcLeod in Toronto, Ontario. Support Advisors through portfolio reviews, client communications, and marketing initiatives.
In this vital role within Global Wealth Management, you will champion a customer-focused approach while ensuring compliance with regulatory guidelines. Your responsibilities will include assisting Advisors, managing client files, and organizing marketing opportunities to enhance revenue generation. The position demands strong administrative and communication skills to maintain effective client relations and foster teamwork.
Key Responsibilities:
- Champion customer-focused culture to deepen client relationships
- Support Advisors with portfolio reviews and trade entries
- Ensure accurate and timely client administration tasks
- Provide marketing assistance to identify client asset opportunities
- Build effective working relationships within the branch team
Requirements:
- Strong organizational and communication skills
- Ability to work independently and meet deadlines
- Understanding of compliance regulations in finance
- Post-secondary education and CIRO registration required
- Knowledge of trading activities based on Advisor direction
Elevate client service and operational efficiency as an Administrative Associate with ScotiaMcLeod.
Administrative Associate at ScotiaMcLeod in Toronto 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.
