ScotiaMcLeod Administrative Associate - St. Catharines

Only for registered members St. Catharines, 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.

Brief introduction

Ensure effective client administration by managing all administrative processes and escalations requiring investigation
,Consistently demonstrate high levels of client service to deepen relationships;
,Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
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