Wealth Management Administrative Associate (Edmonton)
Wealth Management Administrative Associate (Edmonton)
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Edmonton, Canada
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Posted: yesterday
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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 - Robust 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. Apply on Kit Job: kitjob.ca/job/2pr7l2
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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