Wealth Management Administrative Associate Richmond

Enhance client service in wealth management as an Administrative Associate with Scotia McLeod in Richmond, British Columbia. Your role focuses on administration, trading support, and relationship building. As an Administrative Associate, you contribute to the success of Wealth Advisors by ensuring productive administration and exemplary client service. Your responsibilities include managing administrative processes, facilitating trading, and supporting marketing efforts to generate recent opportunities. The position requires a proactive approach to client interaction, emphasizing relationship building and efficient responses to inquiries. Key Responsibilities: Manage all administrative processes and escalations Support advisors with regular portfolio reviews and trade entry Coordinate marketing materials and events to drive growth Track performance reports for Wealth Advisors Collaborate across departments to enhance service Requirements: Experience in the securities industry CIRO Approval as an Investment Representative Excellent verbal and written communication skills Solid organizational and time management abilities Commitment to providing exceptional client service Make a significant impact in wealth management by delivering top-tier client support and administrative expertise.#J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p4j8b