Account Administration Officer

5 days ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 182711

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 Account Administration Officer to join our team.

As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

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

- Be responsible for the administration of client accounts including account openings, account maintenance and account funding
- Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers

The Must Haves:

- University degree or College diploma, preferably with a financial background
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
- Working knowledge of CRM2
- Completion of the Canadian Securities Course is considered an asset
- Bilingualism (French/English) is required

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
- Demonstrated pro-activity, initiative, and resourcefulness
- Ability to work independently or effectively within a team
- Ability to manage multiple priorities in a fast
- paced environment
- Ability to effectively manage change
- Results-oriented
- Sound capacity to assess, develop and monitor complex business processes

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 recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you and we’re here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
- We understand that cost-effective banking solutions mean more money in your pocket - through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

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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