Administrative Associate at ScotiaMcLeod

Elevate your career as an Administrative Associate with ScotiaMcLeod in Toronto, Ontario. You will drive client success through efficient administration and support for Wealth Advisors.
In this role, you will assist Wealth Advisors by managing client administration and executing trades. Your attention to detail and commitment to excellence will deepen client relationships while supporting business growth through marketing coordination and effective reporting. Collaborating with various teams, you will become an integral part of the advisory process, ensuring clients receive outstanding service.
Key Responsibilities:
• Manage all administrative processes for client inquiries
• Execute client trades as directed by the Wealth Advisor
• Coordinate marketing materials and events for growth opportunities
• Track reports for Wealth Advisors on targets and financial plans
• Build relationships across departments to enhance service delivery
Requirements:
• Experience ...

Ready to Apply?

Submit your application today and join our talented team at Scotia Wealth Management.

Submit Application