Canada

Wealth Management Administrative Associate, Riding Mountain (Neepawa)

Wealth Management Administrative Associate, Riding Mountain (Neepawa)
Description
Elevate your career as a Wealth Management Administrative Associate at ScotiaMcLeod in Brandon, Manitoba. This position revolves around enhancing client relationships through meticulous administration and support.

The role involves managing client administration processes, supporting advisors with portfolio reviews, and ensuring timely resolution of inquiries. You will also play a key role in coordinating marketing initiatives to drive asset growth while maintaining strong collaboration across teams.

Key Responsibilities:• Manage all aspects of client administration and escalations • Provide timely responses to client inquiries and issues • Support advisors with regular portfolio reviews and trades • Build relationships with various departmental contacts • Coordinate marketing materials and client events

Requirements:• Experience within the securities industry preferred • Must be approved as an Investment Representative by CIRO • Strong verbal and written communication capabilities • Excellent organizational and detail-oriented skills • Proactive and able to manage deadlines independently

Apply your exceptional client service and organizational skills to support ScotiaMcLeod’s wealth management efforts in Brandon. #J-18808-Ljbffr
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Wealth Management Administrative Associate est visible sur Locanto dans la rubrique Brandon Autres métiers.

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