Regional Administrative Specialist

2 weeks ago

Toronto, Canada MD Financial Management Full time

**Requisition ID**: 177754

**Cost Centre**: MD Financial Mgmt Inc

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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

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 : Toronto || Canada : Ontario : Richmond Hill

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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