Wealth Management Administrative Associate (Edmonton)

Join ScotiaMcLeod in Edmonton, Alberta, as an Administrative Associate, where client service and administrative excellence meet. Play a key role in supporting Wealth Advisors effectively. In this essential position, you will contribute to the success of Wealth Advisors by ensuring high-quality client service and seamless administration.

Your ability to manage client inquiries, resolve issues promptly, and support marketing efforts will enhance business growth. You'll work in a collaborative setting that values your skills and input.

Key Responsibilities

• Manage client administration and escalations effectively
• Support transaction processing and portfolio reviews
• Coordinate marketing events and materials seamlessly
• Provide tracking and reports for Wealth Advisors’ evaluations
• Build relationships across multiple departments

Requirements

• Experience within the securities industry is necessary <...