Md Financial

5 days ago


Ottawa, Canada MD Financial Management Full time

Requisition ID: 198382

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**MD Financial - Client Reporting Administrator - Internship/Co-Op**:
**Fall 2024 (4 months: September - December)**:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

The incumbent will work in conjunction with other members of the Essential Services Team to deliver the highest standard of quality service and to support our internal and external staff.

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

- Prep, scan and index new wills, Estate, Trust & POA’s
- Distribute, sort, scan and file daily mail
- Manage client correspondences
- Respond to requests for cheques, tax, and confirmation slips.
- Other duties as assigned

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

- All interested applicants must be enrolled in a program with a post-secondary educational institution.
- Computer skills including proficiency in MS Word, MS Excel and MS Outlook
- Experience in a client service environment, preferably in the financial services industry
- Excellent organizational skills and high degree of accuracy and quality
- Demonstrated ability to meet deadlines
- Ability to be flexible and to work in team environment

**What’s in it for you?**
- You’ll be part of a diverse, collaborative, innovative, and high-performing team.
- In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed
- Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more
- Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

**How do I apply?**

Please complete all three steps below:
1. Complete your PLUM Profile here and save as a screenshot.
2. Complete a short one-way video interview here.
- To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above._

***:
**Deadline to apply: 05/24/24**:
Location(s): Canada : Ontario : Ottawa

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.


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