Administrative Associate in Wealth Advisors (Richmond)

Become a key contributor to ScotiaMcLeod’s success as an Administrative Associate in Richmond, British Columbia. This role emphasizes high-level administration and outstanding client interaction. As an Administrative Associate, you will support Wealth Advisors by enhancing client service through effective administrative practices. Key tasks include managing inquiries, coordinating portfolio reviews, and assisting with marketing strategies to maximize business growth. Your ability to build solid relationships will be instrumental in ensuring a positive client experience and contributing to team objectives. Key Responsibilities: - Oversee effective client administration and necessary escalations - Enter client trades under Advisor direction - Assist in organizing marketing materials and seminars - Manage tracking reports for financial planning and targets - Build relationships across various departments Requirements: - Experience within the securities industry - CIRO authorization as an Investment Representative - Strong written and verbal communication skills - High level of organization and attention to detail - Ability to work independently and meet deadlines Elevate client services with your administrative skills and dedication at ScotiaMcLeod. Apply on Kit Job: kitjob.ca/job/2psme5