Regional Administrative Specialist
2 weeks ago
Regional Administrative Specialist | MD Financial Management | Gestion financière MD Requisition ID: 244910 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. Responsibilities Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers. Work with Advisors, as well as a larger regional team of Administrators. Maintain the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly. Play an important role in booking and preparing files for client meetings, responding to time‑sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services. Maintain a follow‑up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards. Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required. Ensure that monthly compliance‑related tasks, such as compliance reporting logs and following up on non‑compliant paperwork, are completed efficiently. Liaise with Accountants and third parties to provide tax documents or statements as requested. Perform general office duties, including reception coverage, when required. Qualifications College diploma in business, commerce or equivalent. Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs, RRSPs/RRIFs, TFSAs, non‑registered investments, and applicable tax‑related issues. Proficiency with Microsoft Office Suite. Working knowledge of CRM2. Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets. A dedication to client service. Strong organizational skills. Strong attention to detail and follow‑through skills. Excellent verbal and written communication skills. Initiative and resourceful. Ability to work independently or effectively within a team. Ability to manage multiple priorities in a fast‑paced environment. Ability to effectively manage change. Focus on achieving results. Job Details Location: Canada: Alberta: Calgary Employment type: Full‑time Job function: Administrative Seniority level: Not Applicable #J-18808-Ljbffr
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Regional Administrative Specialist
2 weeks ago
Calgary, Canada Scotiabank Full timeTitle: Regional Administrative Specialist Requisition ID: 244910 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high...
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Regional Administrative Specialist
2 weeks ago
Calgary, Canada MD Financial Management Full timeRegional Administrative Specialist MD Financial Management – Calgary, AB, CA Is this role right for you? In this role you will: Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers. Work with Advisors, as well as a larger regional team of Administrators....
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Regional Administrative Specialist
2 weeks ago
Calgary, Canada Scotiabank Full timeRegional Administrative Specialist (Temporary) Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio...
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Regional Administrative Specialist
3 days ago
Calgary, Canada MD Financial Management Full timeRequisition ID: 232907 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients....
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Regional Administrative Specialist
2 weeks ago
Calgary, Canada Scotiabank Full timeA leading North American bank is seeking a Regional Administrative Specialist in Calgary. This role involves providing administrative and operational support to Financial Advisors, ensuring client documentation is processed accurately, and maintaining a client contact database. Ideal candidates will possess strong organizational skills, excellent...
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Regional Administrative Specialist
2 weeks ago
Calgary, AB TE W, Canada Scotiabank Full timeRequisition ID: 244910Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.Is...
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Regional Administrative Specialist
2 weeks ago
Calgary, AB TE W, Canada Scotiabank Full timeRequisition ID: 242980Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.Is...
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Regional Operations
3 weeks ago
Calgary, Canada Air Liquide Full timeA leading healthcare service provider in Calgary is looking for an Operations Specialist to ensure efficient supply chain and administrative functions. Responsibilities include coordinating operational activities, managing inventory supplies, and supporting regional initiatives. Candidates should have a diploma in Business Administration or Supply Chain and...
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Regional Administration Coordinator
6 days ago
Calgary, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner - High Net Worth...
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Regional Operations
3 weeks ago
Calgary, Canada Air Liquide Full timeA healthcare service provider in Calgary is seeking an Operations Specialist to support regional teams and improve supply chain efficiency. Responsibilities include managing inventories, coordinating procurement activities, and assisting in operational excellence initiatives. The ideal candidate holds a Diploma in Business Administration or related fields,...
