ScotiaMcLeod Administrative Associate (Ottawa)

About ScotiaMcLeod

ScotiaMcLeod is part of Scotia Wealth Management®, a full‑service wealth management firm.

Administrative Associate – Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support the advisor in regular portfolio reviews, entering client trades as directed and identifying client needs.
• Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase or 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/concept...