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Wealth Management Administrative Associate (Edmonton)

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Scotia Wealth Management
πŸ“ edmonton, Canada
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Location edmonton
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Posted June 09, 2026
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Commute Local Area
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Job Description

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 <...

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πŸ“ Location Details

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City
edmonton
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Country
Canada
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Commute
Local Area

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