Regional Administrative Specialist

5 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 196414

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 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

**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 : Ontario : Ottawa || Canada : Alberta : Edmonton || Canada : British Columbia : Victoria || Canada : Nova Scotia : Halifax || 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.

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