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 ...