Job Description
Elevate client experience at ScotiaMcLeod as an Administrative Associate in Brandon, Manitoba. Manage client interactions and administrative tasks to support wealth management services.
As part of Scotia Wealth Management®, the Administrative Associate will contribute to client success by ensuring effective administration for Wealth Advisors. Your role includes facilitating portfolio reviews, responding to client inquiries, and assisting with marketing outreach to grow the business. Collaboration across departments is encouraged to enhance service delivery.
Key Responsibilities:
• Manage administrative escalations and document processes
• Provide exemplary client service and support Wealth Advisors
• Facilitate marketing materials and events for client engagement
• Ensure timely resolution of client inquiries and transactions
• Maintain tracking reports for portfolio and financial strategy monitoring
Requirements:
• Experience in the securities industry is ad...
As part of Scotia Wealth Management®, the Administrative Associate will contribute to client success by ensuring effective administration for Wealth Advisors. Your role includes facilitating portfolio reviews, responding to client inquiries, and assisting with marketing outreach to grow the business. Collaboration across departments is encouraged to enhance service delivery.
Key Responsibilities:
• Manage administrative escalations and document processes
• Provide exemplary client service and support Wealth Advisors
• Facilitate marketing materials and events for client engagement
• Ensure timely resolution of client inquiries and transactions
• Maintain tracking reports for portfolio and financial strategy monitoring
Requirements:
• Experience in the securities industry is ad...
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