ScotiaMcLeod Administrative Assiociate - Sussex

Requisition ID:

Overview

Join ScotiaMcLeod as an Administrative Associate, supporting Wealth Advisors by ensuring high levels of client service through effective administration and day‑to‑day trading.

Responsibilities

• 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 advisor in regular reviews of portfolios, entering client trades as directed by the client or Advisor, and identifying client needs
• Respond to client inquiries, resolve issues, and effect client transactions in a timely, responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase or identify opportunities to increase assets and/or revenue
• Support the growth of the business by managing tracking reports for Wea...