Regional Administrative Specialist

3 weeks ago


Edmonton, Canada MD Financial Management Full time

Requisition ID: 200176

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.

**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

**Bilingual is an asset (French and English)**

**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

Location(s): Canada : British Columbia : Victoria || Canada : Alberta : Edmonton || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa || Canada : Ontario : Toronto

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.



  • Edmonton, Canada MD Financial Management Full time

    Requisition ID: 212765 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**: -...


  • Edmonton, Canada MD Financial Management Full time

    Requisition 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**: -...


  • Edmonton, Canada Scotiabank Full time

        Requisition 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...


  • Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 62871 Ministry: Children and Family Services Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: March 3, 2025 Classification: Administration 1 **Salary**: $2,119.66 to $2,757.39 bi-weekly ($55,323.13 -...


  • Edmonton, Canada Government of Alberta Full time

    Job Information Job Title: Regional Business Administrator Job Requisition ID: 62871 Ministry: Children and Family Services Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: March 3, 2025 Classification: Administration 1 Salary: $2,119.66 to $2,757.39...


  • Edmonton, Canada Weidner Apartment Homes Full time

    **Position Summary**: As a Regional Plumbing Specialist, you are responsible for providing high quality oversight and plumbing maintenance to all assets within the region. This role must exhibit a high level of plumbing knowledge. A successful Regional Plumbing Specialist is able to manage their time effectively, is detail oriented, a trustworthy team...


  • Edmonton, Canada Tolko Industries Full time

    **Regional Control Systems Specialist (SBB)** **Remote, AB or SK (within a few hours drive from one of our locations)** Do you have a strong working knowledge of OSB, sawmill and plywood equipment from an optimization, controls and mechanical point of view? If the answer is yes we would love to connect. The Regional Control Systems Specialist (RCSS) is a...


  • Edmonton, Canada Leyad Full time

    **Our Company,** Established in 2016, Leyad is a fast-growing Montreal-based Real estate Management company with a diverse portfolio of premier residential, commercial and industrial properties across Canada. Since its creation, Leyad has rapidly established its real estate footprint in different parts of the country with the acquisition and effective...


  • Edmonton, Alberta, Canada Carrier Enterprise Canada Full time

    Sales Role SummaryThis is a refrigeration sales specialist position responsible for growing refrigeration and compressor market share in the Alberta region. You will develop and implement market strategies to achieve financial goals and work closely with regional managers to identify opportunities.


  • Edmonton, Alberta, Canada medi Canada Full time

    Company Overview:Medi Canada is a leading provider of orthopaedic and compression products that are making healthcare better. Our team is driven to achieve our mission and deliver remarkable results.We are seeking a highly motivated and results-oriented Regional Sales Specialist to join our team. As a key member of our sales team, you will be responsible for...


  • Edmonton, Canada Mainstreet Equity Corp. Full time

    **Position : Regional Administrator - Facilities** **Job Number : 2020102** **Location : Edmonton, AB** **Type : Full-time, Permanent** **Salary: Competitive Market Salary** **Benefits**: **-50% Rental Discount** **-Company Paid Dental, Vision and Health Care Benefits (including family)** **-Group Benefits - AD&D, Short & Long Term Disabilities, Life...


  • Edmonton, Calgary, Canada Royal Roads University Full time

    Be part of an innovative, dynamic organization At Royal Roads University we pride ourselves on creating a work environment that mirrors the philosophy and values that underpin the programs we offer our learners. The curricular themes of leadership, conflict management, sustainability and entrepreneurship are ingrained in the structure and daily operation of...


  • Edmonton, Canada Jani-King Full time

    **About Us**: We are a dynamic and growing organization in the commercial cleaning sector. Our team provides exceptional service to our clients and franchisees, and we’re looking for a skilled and detail-oriented bookkeeping and administrative specialist to join us. This role is vital to maintaining the financial health and operational efficiency of our...


  • Edmonton, Alberta, Canada Vantix Systems Inc. Full time

    Our company is committed to delivering exceptional service to our clients. We are currently looking for an experienced Administrative Specialist to support our Infrastructure Program Delivery team.The ideal candidate will have a strong background in administration, including experience with PO requisitions, invoice processing, and payment verification.The...


  • Edmonton, Alberta, Canada Cyrillus Full time

    Cyrillus is looking for a skilled Regional Business Development Specialist to support our Montreal team in executing projects in the Kitimat area. This role involves leading the REEL Alesa presence, developing business opportunities, and reinforcing technical relationships.About the CompanyCyrillus is committed to delivering exceptional service to our...


  • Edmonton, Alberta, Canada McKesson's Corporate Full time

    Regional Health and Safety SpecialistApply remote type On-Site locations CAN, AB, Edmonton time type Full time posted on Posted Yesterday job requisition id JR0120738McKesson 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...


  • Edmonton, Canada Boardwalk Full time

    Boardwalk 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...


  • Edmonton, Canada Action Furnace Full time

    We are looking to add an Office Administration Specialist to our Edmonton team! The Office Administration Specialist will work with the HR and Leadership teams to maintain and manage multiple administrative functions. **Responsibilities (including but not limited to)**: - Greet guests, new hires and deliveries at the front door. - Assist with HR tasks such...


  • Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 62870 Ministry: Children and Family Services Location: Edmonton Full or Part-Time: Full-Time Hours of Work: 36.25 hours per week Permanent/Temporary: Permanent Scope: Open Competition Closing Date: October 29, 2024 Classification: Administration 2 **Salary**: $2,400.86 to $3,151.07 bi-weekly ($62,662.45 -...

  • Mortgage Assistant

    4 weeks ago


    Edmonton, Canada Preet Singh - Mortgage Specialist Full time

    **Mortgage Assistant** Remote/Hybrid Part-time Entry level position: Looking for a Part-Time **Trilingual** Mortgage Assistant / Compliance Associate (turning to Full-Time position gradually) Hi everyone! Our team at SmartMoney is growing, and we’re excited to announce an immediate opening for a part-time Trilingual Mortgage Assistant / Compliance...