ScotiaMcLeod Administrative Associate - Calgary

Only for registered members Calgary, Canada

1 week ago

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Job summary

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.
  • Ensure effective client administration by managing all administrative processes and escalations requiring investigation
  • Consistently demonstrate high levels of client service to deepen relationships;
  • by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs

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