Office Coordinator

4 days ago


Victoria, Canada MD Financial Management Full time

Requisition ID: 197626

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Office Coordinator to join our team in **Victoria.**

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

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

- Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
- 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
- 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
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

**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

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.


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