Overview
Administrative Associate at ScotiaMcLeod Jobs in Oakville, Canada at Scotiabank
Elevate client relations as an Administrative Associate with Scotia Mc Leod in Oakville, Ontario. Support Wealth Advisors and manage crucial administrative tasks to enhance service quality.
Scotia Mc Leod seeks an Administrative Associate to boost the efficiency of Wealth Advisors. This role encompasses managing client inquiries, facilitating transactions, and assisting in portfolio management meetings. Your attention to detail is vital in maintaining tracking reports and coordinating marketing events.
Key Responsibilities:
• Oversee all administrative procedures for client service
• Facilitate client transactions for Wealth Advisors
• Coordinate and promote marketing events effectively
• Maintain detailed tracking reports for business growth
• Collaborate across departments to share client insights
Requirements:
• Relevant experience in the securities sector
• CIRO Investment Representative approval mandatory
• Strong organizational and detail-oriented skills
• Excellent verbal and written communication skills
• Proven dedication to exceptional client service
Your organizational prowess will significantly impact Scotia Mc Leod ’s client support efforts in Oakville.
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Title: Administrative Associate at ScotiaMcLeod
Company: Scotiabank
Location: Oakville, Canada
Category: