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Administrative Coordinator

3 months ago

Victoria, Canada MD Financial Management Full time

Requisition ID: 181960

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 Coordinator to join our team.

The Regional Coordinator is responsible for the execution of day-to-day operational tasks & activities to support the Region.

This is a temporary position ending August 1, 2024.

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

- Maintain office systems, including but not limited to, network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual
- Lead management of facilities operations as well as delivery and change management of facilities related changes
- Liaise with Facilities to support leasehold improvements, lease renewals and planned moves
- Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
- Complete regional reporting requests & data analysis
- Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
- Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required
- Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan
- Participate in various regional meetings and special projects, as needed
- Liaise with external partners such as medical associations, accounting firms, etc. for regional projects as required
- Other administrative tasks as required

The Must Haves:

- Community college diploma in Business Administration or equivalent
- Three+ years’ experience in an administrative or clerical position, preferably with a financial services company
- Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset

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

- Stewardship of the client experience
- Strong organizational skills.
- Excellent communication skills
- Initiative and resourcefulness
- Ability to work effectively and collaboratively within a team
- Attention to detail
- Well-organized with high energy, effective communication skills
- Enjoys a fast-paced environment and is highly professional
- Team player with a desire to consistently create a positive work environment

What’s in it for you?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We offer generous paid time off programs
- We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Location(s): Canada : British Columbia : Victoria

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.