Wealth Management Admin Associate — Client Service & Growth

Scotiabank; Fredericton; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills, organizational abilities, and proficiency in Microsoft Office. Join a collaborative environment where your contributions make a real impact in clients' lives.

Qualifications

• Excellent verbal and written communication skills are required.
• Strong organizational abilities and initiative are essential.
• Knowledge of Microsoft Word, Excel and PowerPoint is necessary.

Responsibilities

• Support the Advisor by ensuring high levels of client service.
• Gather research and product information from various sources.
• Review clients' portfolios to identify needs for services.
• Provide marketing assistance by developing marketing materials.
• Contribute to effective functioning of the branch team.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative

Ability to meet deadlines

Knowledge of Microsoft systems

Education

Post secondary

Investment Representative registration

Job description

A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills, organizational abilities, and proficiency in Microsoft Office. Join a collaborative environment where your contributions make a real impact in clients' lives.