Back to jobs
Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Consistently demonstrate high levels of client service to deepen relationships;
Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
IIA Administrative Associate, ScotiaMcLeod (Spanish/English)
Toronto, ONPosted 1 weeks ago
Job Description
- 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