senior client administrator - Calgary - beBeeClientCentricity

    beBeeClientCentricity
    beBeeClientCentricity Calgary

    1 week ago

    Full time

    Job title: ScotiaMcLeod Administrative Associate

    Description

    Administrative Associate Role Summary


    This role focuses on delivering exceptional client service and administrative support to Wealth Advisors, enabling them to excel in their business.


    Key Responsibilities:


    • Elevate client experience by managing all administrative processes and escalating issues that require investigation.
    • Sustain high levels of client satisfaction through consistent delivery of excellent service, supporting regular portfolio reviews, entering trades as directed by clients or advisors, and identifying potential opportunities for growth.
    • Promote the growth of the business by coordinating marketing materials, events, and seminars to increase assets or revenue targets. Ensure timely completion of tracking reports for wealth advisors to review performance metrics).

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