Become an essential part of ScotiaMcLeod as an Administrative Professional, focusing on client service excellence. Facilitate effective administration in wealth management for Wealth Advisors.
In this collaborative role, you will support Wealth Advisors by managing client relations and ensuring smooth day-to-day trading operations. Your key tasks will include resolving inquiries, executing trades, and coordinating marketing efforts to enhance business growth. You will foster relationships across various departments and leverage your expertise to improve client satisfaction.
Key Responsibilities:
• Oversee administrative processes and client escalations
• Manage client trades under advisor direction accurately
• Resolve client issues efficiently and promptly
• Facilitate marketing strategies by coordinating events
• Prepare tracking reports for advisors’ reviews
Requirements:
• Experience in securities industry is a must
• CIRO Investment Representative des...