Wealth Management Administrative Associate (Edmonton)
Wealth Management Administrative Associate (Edmonton)
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Edmonton, Canada
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Posted: less than a week ago
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Description
Join ScotiaMcLeod in Edmonton, Alberta, as an Administrative Associate, where client service and administrative excellence meet. Play a key role in supporting Wealth Advisors effectively. In this essential position, you will contribute to the success of Wealth Advisors by ensuring high-quality client service and seamless administration.Your ability to manage client inquiries, resolve issues promptly, and support marketing efforts will enhance business growth. You'll work in a collaborative setting that values your skills and input. Key Responsibilities
Manage client administration and escalations effectively Support transaction processing and portfolio reviews Coordinate marketing events and materials seamlessly Provide tracking and reports for Wealth Advisors’ evaluations Build relationships across multiple departments Requirements
Experience within the securities industry is necessary CIRO Investment Representative (IR) approval is essential Strong verbal and written communication abilities Proven organizational and time management capabilities Detail‑oriented and committed to client service Bring your administrative skills to ScotiaMcLeod’s team and make a meaningful impact on client wealth management journeys.
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Manage client administration and escalations effectively Support transaction processing and portfolio reviews Coordinate marketing events and materials seamlessly Provide tracking and reports for Wealth Advisors’ evaluations Build relationships across multiple departments Requirements
Experience within the securities industry is necessary CIRO Investment Representative (IR) approval is essential Strong verbal and written communication abilities Proven organizational and time management capabilities Detail‑oriented and committed to client service Bring your administrative skills to ScotiaMcLeod’s team and make a meaningful impact on client wealth management journeys.
#J-18808-Ljbffr
Highlights
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Company nameScotia Wealth Management
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Job positionWealth Management Administrative Associate (Edmonton)
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Wealth Management Administrative Associate (Edmonton) has been posted in the Edmonton Administrative & Support category on Locanto.
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