Elevate client relationships as an Administrative Associate in wealth management. Deliver exceptional support through effective administration, client service, and strategic marketing assistance within a thriving team environment.As an essential team member, you'll help Wealth Advisors achieve their goals by ensuring streamlined administrative processes. Your ability to manage client requests, resolve issues, and facilitate timely transactions will contribute significantly to the overall client experience. Excelling in communication, organization, and initiative, you will play a key role in supporting business growth and enhancing advisor-client interactions.Key Responsibilities:• Manage effective client administration and escalations• Support advisors in client portfolio reviews• Respond to client inquiries and transactional needs• Coordinate marketing materials and seminar events• Collaborate across departments for efficient workflowsRequirements:• Experience in the securities industry• CIRO Investment Representative approval required• Excellent verbal and written communication skills• Strong organizational and time management abilities• Meticulous attention to detail and initiativeBecome a pivotal part of a wealth management team, leveraging your administrative expertise to drive client satisfaction and business success.#J-18808-Ljbffr
Dynamic Administrative Associate Enhancing Wealth Advisory Services
SCOTIABANK
toronto, toronto
Published 27 days ago
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