Administrative Associate for Wealth Advisors
Scotiabank • london, Canada
Role Description
Join a dynamic team as an Administrative Associate supporting Wealth Advisors in London, Ontario. Your focus on client service and administrative excellence will ensure smooth operations.
This role requires you to manage client administration by processing trades and resolving inquiries while providing top-notch service. You'll coordinate marketing initiatives and track business performance reports in alignment with Wealth Advisors' goals. Collaborating with various departments, you'll help deepen client relationships and drive business growth.
Key Responsibilities:
• Ensure efficient administration of client accounts
• Process trades and address client concerns swiftly
• Assist in organizing marketing and event materials
• Track reports to monitor business growth and targets
• Share knowledge across business lines to improve services
Requirements:
• Proven experience in the securities sector
• CIRO-approv...
This role requires you to manage client administration by processing trades and resolving inquiries while providing top-notch service. You'll coordinate marketing initiatives and track business performance reports in alignment with Wealth Advisors' goals. Collaborating with various departments, you'll help deepen client relationships and drive business growth.
Key Responsibilities:
• Ensure efficient administration of client accounts
• Process trades and address client concerns swiftly
• Assist in organizing marketing and event materials
• Track reports to monitor business growth and targets
• Share knowledge across business lines to improve services
Requirements:
• Proven experience in the securities sector
• CIRO-approv...