Job Description
ScotiaMcLeod Administrative Associate - New Glasgow
Requisition ID:
Location: Canada, Nova Scotia, New Glasgow
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.
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 to deepen relationships
- by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
- by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
- Provide marketing assistance by ...