![MD Financial Management](https://media.trabajo.org/img/noimg.jpg)
Regional Administrative Specialist
7 days ago
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 followup 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
- Working knowledge of CRM
- 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 followthrough 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
- 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.
-
Regional Administrative Specialist
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timePress 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
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeJoin 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
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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...
-
Regional Administrative Specialist
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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
7 days ago
Ottawa, Ontario, Canada MD Full timeRequisition 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
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition 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
7 days ago
Ottawa, Ontario, Canada MD Financial Management Full timeRequisition 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 Specialist
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timePress 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...
-
Regional Administrative Specialist
7 days ago
Ottawa, Ontario, Canada MD Financial Management Full timeIs 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...
-
Operations Administrative Specialist
7 days ago
Ottawa, Ontario, Canada MMIST Full timeOperations 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 Manager
7 days ago
Ottawa, Ontario, Canada PrimeFlight Aviation Services Canada Inc Full timeINTRODUCTIONInterested in working in aviation? Are you looking for a job with stability and growth opportunities? If you are looking for a career with growth potential and work well in a fast-paced, team-oriented environment, we want to speak to you.WHY WORK FOR PRIMEFLIGHT? We are committed to being a leading provider of contracted services within the...
-
Administrative Specialist
7 days ago
Ottawa, Ontario, Canada Sander Geophysics Limited Full timeIn 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...
-
Operation Support Specialist
7 days ago
Ottawa, Ontario, Canada GardaWorld Full timeReporting to the Senior General Manager of Operations, the Operation Support Specialist is responsible for providing logístical support to the operations team at the terminal as well as facilitating processes that require administrative and operational cooperation. This role works closely with various departments to ensure compliance with contractual and...
-
Technical Support Specialist
7 days ago
Ottawa, Ontario, Canada Dentons Full timeOttawa, ON, CA- Jun 29, 2023Dentons is designed to be different. Our firm leads the way in a rapidly changing legal marketplace. We challenge the status quo and deliver consistent results as well as uncompromising quality and value to our clients. Our global presence is renowned with over 20,000 individuals in more than 200 offices across 82...
-
Regional Sales Manager, Eastern Region
7 days ago
Ottawa, Ontario, Canada Electro Federation Canada Full timeHead quartered in Toronto, Canada, Leviton Lighting Canada, a business unit of Leviton Manufacturing has been operating in Canada for over 70 years. Our business is growing and we are searching for a talented individual to join our team of sales, lighting and manufacturing specialists. We offer a supportive work environment, competitive salary, complete with...
-
Operation Support Specialist
7 days ago
Ottawa, Ontario, Canada GardaWorld Full timePress 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: Career Area: Operations and Administration Location: Ottawa, ON, CA Reporting to the Senior General Manager of Operations, the Operation Support Specialist is responsible for providing logistical support to the...
-
Food Safety Specialist, Term
7 days ago
Ottawa, Ontario, Canada Egg Farmers of Canada Full timeFood Safety Specialist, TermScope:Egg Farmers of Canada (EFC) is seeking a Food Safety Specialist. The Food Safety Specialist is responsible for making recommendations for the development and maintenance of EFC's On-Farm Food Safety Programs (OFFSP). Reporting to the Field Operations Manager, the Food Safety Specialist will be responsible for coordinating...
-
Specialist Construction
7 days ago
Ottawa, Ontario, Canada VESTA Full time $40,000 - $50,000Company DescriptionFor 40 years, Vesta has been a trusted expert in natural stone fabrication and installation in the National Capital Region. The company is accredited by the National Stone Institute and is a member of the Ottawa Construction Association, GOHBA, and the NKBA. Role DescriptionThis is a full-time, on-site Kitchen Cabinet Specialist role...
-
IT Support Analyst
7 days ago
Ottawa, Ontario, Canada Regional Group Full timeIT Support AnalystAbout Us:At Regional Group, we're not your typical real estate company - we're innovators, leaders, and trailblazers with over six decades of experience shaping the real estate landscape in the National Capital Region. Today, we boast a $5+ billion pipeline of commercial, mixed-use, and residential projects in various stages of development...
-
Estate and Trust Administrator
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 172428Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Trust Administrator is provides administrative support to the Trust Officer (TO) ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service,...