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Scotia Mc Leod Administrative Associate - Sault Ste Marie
Location:
Sudbury
Description:
Requisition ID: 195520 As a cornerstone business within Scotia Wealth Management®, Scotia Mc Leod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join Scotia Mc Leod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. BRIEF INTRODUCTION 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. IS THIS ROLE RIGHT FOR YOU In the role you will: Ensure effective client administration by managing all administrative processes and escalations requiring investigation Consistently demonstrate high levels of client service by: supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts Build effective working relationships. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 15 on ListedBuy
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More About this Listing: Scotia Mc Leod Administrative Associate - Sault Ste Marie
Scotia Mc Leod Administrative Associate - Sault Ste Marie is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Administrative Associate - Sault Ste Marie by searching Oodle for Clerical Administrative Specialist Jobs.
Scotia Mc Leod Administrative Associate - Sault Ste Marie is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Scotia Mc Leod Administrative Associate - Sault Ste Marie by searching Oodle for Clerical Administrative Specialist Jobs.