Regional Administration Specialist- Temporary
18 hours ago
Requisition 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 Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.
This is a temporary position for 12 months.
**Is this role right for you? In this role you will**:
- Process documentation requests and input transaction requests as directed by Financial Consultants
- Partner with Financial Consultants and Portfolio Managers in booking client meetings
- Respond effectively to all inquiries from current and prospective clients concerning MD products and services
- Respond to last minute requests from Financial Consultants during client meetings
- Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
- Provide support and participate in the research and resolution of client issues
- Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
- Prepare and process new account documentation as required
- Update the database for all client contact, ensuring that all client information & notes are recorded correctly
- Maintain monthly compliance related tasks as required
- Liaise with accountants and third parties as required
- Prepare business correspondence to clients and third parties
- Participate in projects as required
- Provide reception coverage and general office duties
**The Must Haves**:
- Community college diploma in Business Administration or equivalent
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
- Working knowledge of CRM2
- Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
- 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
**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 : Alberta : Edmonton
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.
-
Health Safety
24 hours ago
Edmonton, Canada CEDA Full timeCEDA is looking for a temporary Health Safety & Environment Administrator for our Edmonton, AB location! This Temporary role will be an exciting and quick opportunity to learn with a project duration of 4-6 weeks. If this opportunity excites you and you are able to start soon, apply now! Key Duties and Responsibilities - Track and maintain monthly...
-
Regional Administrative Specialist
4 days ago
Edmonton, Canada Scotiabank Full time**Requisition ID**: 138886 We are committed to investing in our employees and helping you continue your career at Scotiabank. 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. **This is a term...
-
Regional Administrative Specialist Edmonton
4 days ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 165551 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 &...
-
Customer Service Specialist
4 hours ago
Edmonton, Canada Groupe Touchette Inc. Full time**Temporary mandate of approximately 4 months, from September to December** The Customer Service Specialist will provide support to customers. Do you enjoy talking to customers and providing them with solutions? We have the challenge for you! Are you looking for an **temporary position** in a Quebec-based company with a national scope, a dynamic work...
-
Talent Acquisition Specialist
1 week ago
Edmonton, Canada UAP Inc. Full timeCompany Description **Be part of a community of authentic, proud and trusted people** At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the country; we also help keep Canadians moving** forward**. This makes for a special kind of workplace. We have the experience and strength of our 100-year legacy and the desire to always do...
-
Regional Marketing
3 days ago
Edmonton, Canada Grant Thornton LLP Full time**Regional Marketing & Communications Specialist** Office Location **Edmonton, AB** Alternate Location Req # **8570** **Who we are** You know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store....
-
Account Specialist
18 hours ago
Edmonton, Canada Lifetouch Full time**Description** At Lifetouch (part of the Shutterfly family of brands), we believe there is extraordinary power in the self-expression. Built on the tradition of "Picture Day", Lifetouch has captured the unique personalities of children and families for more than 85 years. Be part of our amazing team in a key role as an _Account Specialist...
-
Shared Services Administrator
5 days ago
Edmonton, Canada Finning Canada Full timeCompany: Finning Canada Number of Openings: 1 Worker Type: Temporary Position Overview: Join the Finning family! We are looking for client focused administrator, who understand the financial impacts of billing, repair, and service work processes. The Services Administrator is responsible for the intake of services requests, creation & distribution of...
-
Shared Services Administrator
5 days ago
Edmonton, Canada Finning Canada Full timeCompany: Finning Canada Number of Openings: 1 Worker Type: Temporary Position Overview: We are looking for client focused administrators, who understand the financial impacts of billing, repair and service work processes. The Services Administrator is responsible for the intake of services requests, creation & distribution of Maintenance Work Orders, job...
-
Parts Supply Specialist
3 days ago
Edmonton, Canada O.E.M. Remanufacturing Company Inc. Full timeCompany: O.E.M. Remanufacturing Company Inc. Number of Openings: 1 Worker Type: Temporary Position Overview: As a Parts Supply Specialist, you will be responsible for receiving and supplying production departments with all direct and consumable materials needed for the rebuild process. **Job Description**: Various duties include physical and electronic...
-
Regional Partnership Development Specialist
22 hours ago
Edmonton, Alberta, Canada Snore MD Full timeAt Snore MD, we combine decades of medical and commercial experience to provide an unparalleled patient and customer experience.We're expanding in Western Canada and seeking a Regional Partnership Development Specialist in Edmonton, Alberta. This role involves building and maintaining strong partnerships with healthcare professionals, driving patient...
-
Regional Health and Safety Specialist
16 hours ago
Edmonton, Canada McKesson’s Corporate Full timeRegional Health and Safety Specialist Apply remote type On-Site locations CAN, AB, Edmonton time type Full time posted on Posted Yesterday job requisition id JR0120738 McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more...
-
Health Safety
5 days ago
Edmonton, Canada CEDA Full timeCompany DescriptionCEDA specializes in industrial maintenance, turnaround and environmental services and has a proud history in North America with roots extending back to 1973. Our talented and experienced team is committed to delivering world-class solutions to help our clients maximize production, mitigate risk and avoid costly outages, always with safety...
-
Regional Administrator
1 week ago
Edmonton, Canada Boardwalk Full timeBoardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide breadth of shapes, sizes and sets of amenities. We operate 33,000 units across Alberta, British Columbia, Ontario, Saskatchewan, and Quebec. Boardwalk recognizes our Associates as our most valuable asset. We are...
-
Health Safety
3 days ago
Edmonton, Canada CEDA Full timeCompany DescriptionCEDA specializes in industrial maintenance, turnaround and environmental services and has a proud history in North America with roots extending back to 1973. Our talented and experienced team is committed to delivering world-class solutions to help our clients maximize production, mitigate risk and avoid costly outages, always with safety...
-
Administrative Support Specialist
5 days ago
Edmonton, Alberta, Canada V3 Companies Full timeV3 Companies is a fast-growing firm with a vibrant culture that values teamwork and collaboration. As an Administrative Support Specialist, you will play a key role in fostering an office atmosphere that reflects our collegial culture.We are seeking an experienced administrative professional to join our team in Edmonton. The ideal candidate will have a...
-
Regional Manager
5 days ago
Edmonton, Canada Planet Fitness Franchises Full time**Regional Manager**: - Edmonton, AB Area - **Full Time** Position - Weekdays: Monday-Friday **Responsibilities and Duties** - Proven track record of achieving business results. - Analyze and manage financial results to ensure maximum profits while balancing member and team satisfaction. - Monitor progress towards region goals and assign employees to meet...
-
Studio Production Administrator
1 week ago
Edmonton, Canada The Brick Full timeIs this job for you?: Since 1971, Canadians have been choosing The Brick to furnish their homes. One big reason why is because at The Brick, we are dedicated to **SAVING YOU MORE**. We are known for selling high quality household furniture, mattresses, appliances and home electronics at great prices. We are also 100% Canadian owned and operated with over 200...
-
Studio Production Administrator
1 week ago
Edmonton, Canada The Brick Full timeIs this job for you?: Since 1971, Canadians have been choosing The Brick to furnish their homes. One big reason why is because at The Brick, we are dedicated to **SAVING YOU MORE**. We are known for selling high quality household furniture, mattresses, appliances and home electronics at great prices. We are also 100% Canadian owned and operated with over 200...
-
Referral Coordinator
19 hours ago
Edmonton, Canada Edmonton O-day'min Primary Care Network Full time**Referral Coordinator / Specialist Navigator** Temporary Full Time 1.0 FTE (37.5 hours/week) - November 01, 2024 to January 31, 2026 Reporting to the Clinical Supervisor, the Specialist Navigator supports the delivery of Primary Care Services in the interdisciplinary clinic setting. The Specialist Navigator uses administrative processes as a member of,...