Administrative Specialist

1 week ago

Ottawa, Ontario, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Select how often (in days) to receive an alert:

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

Is this role right for you? In this role you will:

  • Process documentation requests and input transaction requests as directed by Financial Consultants
  • Partner with Financial Consultants and Portfolio Managers in booking client meetings
  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services
  • Respond to last minute requests from Financial Consultants during client meetings
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
  • Provide support and participate in the research and resolution of client issues
  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
  • Prepare and process new account documentation as required
  • Update the database for all client contact, ensuring that all client information & notes are recorded correctly
  • Maintain monthly compliance related tasks as required
  • Liaise with accountants and third parties as required
  • Prepare business correspondence to clients and third parties
  • Participate in projects as required
  • Provide reception coverage and general office duties

The Must Haves:

  • Community college diploma in Business Administration or equivalent
  • 2 years' experience in an administrative or clerical position, preferably within the financial services industry
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Working knowledge of CRM2
  • Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • A dedication to client service
  • Strong organizational skills
  • Strong attention to detail and follow-through skills
  • Excellent verbal and written communication skills
  • Initiative and are resourceful
  • An ability to work independently or effectively within a team
  • An ability to manage multiple priorities in a fast- paced environment
  • An ability to effectively manage change
  • A focus on achieving results

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Job Segment: Administrative Assistant, Investment Banking, Technical Support, Bank, Banking, Finance, Technology, Administrative

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited.

#J-18808-Ljbffr

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Title: Regional Administrative Specialist (Bilingual) Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative Specialist, you will be...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 199252Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team.As a Regional Administrative Specialist,...

  • Operations Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MMIST Full time

    Operations Administrative SpecialistOttawa, ONMist Mobility Integrated Systems Technology is a pioneering company in the field of precision aerial delivery and recovery systems including the Sherpa family of GPS guided parafoils, Space Recovery Systems, LaunchPADS Multi-Mission Manager, SkyLink Parachutist Navigation and Situational Awareness System, and...

  • Regional Administrative Specialist

    7 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199256 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 199252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Sander Geophysics Limited Full time

    In addition to supporting SGL's general operations, the Administrative Specialist is the primary support to the Geophysics and the Business Development teams. This is an in-office role, not remote.Responsibilities of the Position Editing and formatting reports and proposals (calibration, data acquisition and processing, technical, and interpretation) in...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Bilingual Regional Administrative Specialist to join our team.As a Regional Administrative...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Full time

    Requisition ID: 197665Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Bilingual Regional Administrative Specialist to join our team.As a Regional Administrative...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 200174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Administrative Services Specialist

    1 week ago

    Ottawa, Ontario, Canada Recollective Inc. Full time

    Who We AreRecollective is the world's leading online qualitative research platform. Over the past decade we've worked with some of the largest and most ambitious organizations to help them engage communities to better understand stakeholder behaviours and gain valuable and actionable customer insights.With an award-winning suite of powerful research...

  • Network Specialist

    1 week ago

    Ottawa, Ontario, Canada Akkodis Full time

    Position: Network SpecialistJob Description:We are looking for a skilled Network Systems Specialist to join our team. As a Network Systems Specialist, you will handle network systems' life-cycle management, including planning, installation, management, and implementation of network architectures.Requirements:Valid federal government security clearance at the...

  • Network Specialist

    1 week ago

    Ottawa, Ontario, Canada Akkodis Full time

    Position: Network SpecialistJob Description:We are seeking a highly skilled and experienced Network Systems Specialist to join our dynamic team. As a Network Systems Specialist, you will be responsible for the life-cycle management of network systems, planning, installing, managing, and implementing network architectures.Requirements: Valid federal...

  • Network Specialist

    1 week ago

    Ottawa, Ontario, Canada Akkodis Full time

    Position: Network Specialist Job Description: We are seeking a highly skilled and experienced Network Systems Specialist to join our dynamic team. As a Network Systems Specialist, you will be responsible for the life-cycle management of network systems, planning, installing, managing, and implementing network architectures. Requirements: Valid federal...

  • Implementation Specialist –

    1 week ago

    Ottawa, Ontario, Canada Vocantas Full time

    About the Position Vocantas is looking for an experienced Implementation Specialist to join our team on a permanent basis working remotely. The ideal candidate will combine a true passion for technology with a deep desire to ensure that customers always come first. Among the Implementation Specialist's duties will be to evaluate, plan, install,...

  • IT Helpdesk Administrator

    1 week ago

    Ottawa, Ontario, Canada MaxSys Staffing & Consulting Full time

    At this time MaxSys Staffing & Consulting will not sponsor individuals for employment visasJob Title:System Administrator / Technical Support Specialist Location: Onsite in Ottawa, ON and Gatineau, QC Duration: ASAP to Nov 30, 2024, with a possibility to extend Language: English AND French, Bilingual Security Clearance: We are seeking a highly skilled System...

  • Board Governance and Communication Specialist

    1 week ago

    Ottawa, Ontario, Canada CBCRadio-Canada Full time

    Position Title:Board Governance and Communication Specialist - CBC Pension PlanStatus of Employment:Temporary Long-Term (Fixed Term)Position Language Requirement:English, FrenchLanguage Skills:English (Reading), English (Speaking), English (Writing), French (First Official Language), French (Reading), French (Speaking), French (Writing)Work at...

  • Payroll and Benefits Specialist for IT Services

    1 week ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    BeBee Professionals is looking for a Payroll and Benefits Specialist for IT Services to join our team in Ottawa.The successful candidate will be responsible for the accurate and timely processing of payroll and benefits for all employees. This includes the calculation of wages, deductions, and other payroll-related activities. The Payroll and Benefits...

  • Retail Project Specialist

    1 week ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Job Title: Retail Project SpecialistLocation: Ottawa, ONCompany: beBee ProfessionalsJob Description:We are looking for a Retail Project Specialist to join our team in Ottawa. The successful candidate will be responsible for managing and executing retail projects, including the development of project plans, timelines, and budgets. The Retail Project...

  • Planning Specialist m/w

    1 week ago

    Ottawa, Ontario, Canada Lrostaffing Full time

    Grants and Contributions, Program Specialist - Contract Grants and Contributions, Program Specialist - Contract Our Government client is seeking an experienced Program Advisor to support their division. Administration of federal government grants and contributions programs Planning, Designing, and implementing strategic initiatives and national programs ...