Regional Administrative Specialist
2 weeks ago
Regional Administrative Specialist - Edmonton 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 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 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 resourcefulness 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 Requisition ID: 244445 #J-18808-Ljbffr
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management | Gestion financière MD Full timeRegional Administrative Specialist - Edmonton Join to apply for the Regional Administrative Specialist - Edmonton role at MD Financial Management | Gestion financière MD Requisition ID 244445 Background Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Responsibilities Be accountable for the preparation...
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management Full timeRequisition ID: 236592 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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Edmonton, Canada MD Financial Management Full timeRequisition ID: 183026 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...
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada Scotiabank Full timeA leading financial institution seeks a Regional Administrative Specialist in Edmonton. You will provide crucial administrative and operational support to Financial Advisors and Portfolio Managers. Responsibilities include maintaining client documentation, managing inquiries, and ensuring compliance standards are met. The ideal candidate possesses a college...
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Regional Administrative Specialist
23 hours ago
Edmonton, Alberta, Canada MD Financial Management | Gestion financière MD Full timeRequisition ID: 244445Join 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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Edmonton, Canada Scotiabank Full timeA leading financial institution is seeking a Regional Administrative Specialist in Edmonton, Canada, to provide crucial administrative and operational support for Financial Advisors and Portfolio Managers. This role involves preparing client documentation, maintaining accurate databases, and assisting with compliance tasks. The successful candidate will...
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Edmonton Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management | Gestion financière MD Full timeA financial services firm is seeking a Regional Administrative Specialist in Edmonton. This role involves preparing client documentation, maintaining databases, and supporting Advisors. Candidates should possess a college diploma in business or commerce and have strong organizational skills with attention to detail and client service dedication. The position...
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Regional Administrative Specialist
1 week ago
Edmonton, Canada MD Financial Management Full timeRequisition ID: 213017 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 Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: - Process...
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Regional Administrative Specialist
1 day ago
Edmonton, AB TN Z, Canada MD Financial Management Inc. Full timeRequisition ID: 244445Join 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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Edmonton, Canada Scotiabank Full timeA leading financial institution in Edmonton seeks a motivated Regional Administrative Specialist to provide operational support for Financial Advisors and Portfolio Managers. Responsibilities include preparing client documentation, maintaining databases, booking meetings, and ensuring compliance tasks are completed timely. The ideal candidate will have a...
