Regional Administrative Specialist
4 weeks ago
Title: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 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. 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 Be responsible for maintaining 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 Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: 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 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 #SWM #LI-CB1 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 a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services. #J-18808-Ljbffr
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Regional Administrative Specialist
2 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 155713 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Administration Specialist is responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers in maintaining high standards for all clients. Duties &...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 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...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 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...
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Regional Administrative Specialist
2 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 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...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
3 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
2 days ago
(s): Canada : Ontario : Toronto Scotiabank Global Site Full time $60,000 - $90,000 per yearRequisition ID: 239694Join 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
Toronto, Canada MD Financial Management Full timeRequisition ID: 239694 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 Leasing Specialist
4 weeks ago
Toronto, Canada Greenwin Inc. Full timeSummary: The Regional Leasing Specialist will play a crucial role in ensuring that prospective residents have a seamless experience from inquiry to move-in. By delivering superior customer service and promoting the benefits of the community, the Leasing Specialist contributes to resident satisfaction and retention, while supporting the overall success of the...
