Client-Focused Administrative Associate Role

Elevate your career with ScotiaMcLeod as an Administrative Associate focused on exceptional client service and support. This opportunity in Richmond promotes a collaborative team environment.
As an Administrative Associate at ScotiaMcLeod, you will play a vital role in client administration and ensure effective processes while supporting Wealth Advisors. Your day-to-day tasks will involve handling client inquiries, resolving issues promptly, and overseeing the administration of trades. Additionally, you will coordinate marketing efforts and manage tracking reports to drive business growth.
Key Responsibilities:
• Manage client administration processes and escalations
• Support advisors in client portfolio reviews and trade entries
• Respond to client inquiries and resolve issues effectively
• Coordinate marketing materials and seminars to increase opportunities
• Build relationships across departments by collaborating actively
Requirements:
• Experience in th...