ScotiaMcLeod Wealth Management Associate
Scotia Wealth Management • toronto, Canada
Role Description
Join ScotiaMcLeod in Toronto, Ontario, as an Administrative Associate focusing on wealth management. Enhance client relationships and contribute to comprehensive client service through effective administration.
This role involves supporting Wealth Advisors with all aspects of client service administration. Duties include managing client inquiries, entering trades, and coordinating marketing activities to increase business opportunities. You will also track reports to monitor financial plans and help foster effective interdepartmental collaboration.
Key Responsibilities:
• Manage all client administrative tasks and escalations
• Facilitate portfolio reviews and trade transactions
• Address client inquiries and solve operational issues
• Assist in coordinating marketing events and materials
• Compile tracking reports for business insights
Requirements:
• Prior experience in the securities industry is required
• CIRO Investment Representative (IR) approval is...
This role involves supporting Wealth Advisors with all aspects of client service administration. Duties include managing client inquiries, entering trades, and coordinating marketing activities to increase business opportunities. You will also track reports to monitor financial plans and help foster effective interdepartmental collaboration.
Key Responsibilities:
• Manage all client administrative tasks and escalations
• Facilitate portfolio reviews and trade transactions
• Address client inquiries and solve operational issues
• Assist in coordinating marketing events and materials
• Compile tracking reports for business insights
Requirements:
• Prior experience in the securities industry is required
• CIRO Investment Representative (IR) approval is...