Regional Administrative Specialist, MD Financial Management

1 week ago

TroisRivières, Quebec, Canada Scotiabank Full time

Requisition ID: 200887

We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.

As a key member of our team, you will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and accuracy of the client contact database.

You will work closely with our Advisors and a larger Regional team of Administrators to ensure seamless communication and efficient client service.

Key responsibilities include:

  • Preparing and processing client documentation and transaction requests
  • Maintaining the client contact database and ensuring accuracy and currency
  • Providing administrative support to Financial Consultants and Portfolio Managers
  • Working with Advisors and the Regional team to ensure seamless communication and efficient client service

Requirements:

  • College diploma in business, commerce, or equivalent
  • Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
  • Proficiency with Microsoft Office Suite
  • Working knowledge of CRM2

Why join Scotiabank?

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.

At Scotiabank, we believe in investing in our employees and helping you continue your career with us.

We offer a competitive salary and incentive programs, a defined contribution pension plan, and an employee share option purchase program.

We also provide a generous paid time off program and a variety of preferred banking, credit card, mortgage, and home/auto insurance options and discounts.

Location(s): Canada : Quebec : Trois-Rivières

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.

  • Regional Administrative Specialist, MD Financial Management

    7 days ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities: Provide administrative support to Financial Consultants and Portfolio Managers, including preparation and processing of client documentation and...

  • Regional Administrative Specialist, MD Financial Management

    7 days ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Regional Administrative Specialist, you'll play a key role in supporting our Financial Consultants and Portfolio Managers in delivering exceptional client experiences.Key Responsibilities:• Provide administrative and operational support to...

  • Regional Administrative Specialist, MD Financial Management

    2 weeks ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in supporting our Financial Consultants and Portfolio Managers. Your attention to detail and organizational skills will ensure seamless administrative support, enabling our team to focus on...

  • Regional Administrative Specialist, Financial Services

    5 days ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:• Prepare and process client documentation and transaction requests...

  • Spécialiste administratif régional, Gestion financière MD

    2 months ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    ResponsabilitésLe Spécialiste administratif régional, Gestion financière MD, contribue au succès global de l'équipe régionale des services administratifs aux clients en s'assurant que les objectifs, les initiatives et les plans individuels sont exécutés et réalisés en accord avec les stratégies d'affaires et les objectifs de...

  • Spécialiste administratif régional, Gestion financière MD

    2 months ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    ResponsabilitésLe Spécialiste administratif régional, Gestion financière MD, contribue au succès global de l'équipe régionale des services administratifs aux clients en s'assurant que les objectifs, les initiatives et les plans individuels sont exécutés et réalisés en accord avec les stratégies d'affaires et les objectifs de...

  • Spécialiste administratif régional, Gestion financière MD

    2 months ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Spécialiste administratif régional, Gestion financière MDNuméro de la demande: 200887Joignez-vous à notre équipe mondiale de BanquiersScotia pour aider les clients à améliorer leur situation.FonctionsContribuer au succès global de l'équipe régionale des services administratifs aux clients, en s'assurant que les objectifs, les initiatives...

  • Spécialiste administratif régional, Gestion financière MD

    2 months ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Spécialiste administratif régional, Gestion financière MDNuméro de la demande: 200887Joignez-vous à notre équipe mondiale de BanquiersScotia pour aider les clients à améliorer leur situation.FonctionsContribuer au succès global de l'équipe régionale des services administratifs aux clients, en s'assurant que les objectifs, les initiatives...

  • Spécialiste administratif régional, Gestion financière MD

    1 month ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Spécialiste administratif régional, Gestion financière MDCompétences requisesVous vous engagez à offrir une expérience client exceptionnelle. Vous utilisez votre capacité à comprendre rapidement la perspective du client pour donner des réponses pertinentes et exactes à une grande variété de demandes.Vous traitez les demandes avec empressement...

  • Spécialiste administratif régional, Gestion financière MD

    1 month ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Spécialiste administratif régional, Gestion financière MDCompétences requisesVous vous engagez à offrir une expérience client exceptionnelle. Vous utilisez votre capacité à comprendre rapidement la perspective du client pour donner des réponses pertinentes et exactes à une grande variété de demandes.Vous traitez les demandes avec empressement...

  • Spécialiste administratif régional, Gestion financière MD

    2 weeks ago

    Trois-Rivières, Quebec, Canada Scotiabank Full time

    Poste : Spécialiste de l'administration régionale, Services administratifs aux clients /Gestion financière MD / Gestion de patrimoine CanadaCompétences requisesVous devez être capable de fournir une expérience client exceptionnelle en comprenant rapidement la perspective du client pour donner des réponses pertinentes et exactes à une grande variété...

  • Financial Record Specialist

    2 weeks ago

    Trois-Rivières, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Trois-Rivières is seeking a detail-oriented Financial Record Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...

  • Financial Manager

    7 days ago

    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    At Charles Turcotte et fils, we are seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects and activities to workers to improve...

  • Administrative Support Specialist

    2 weeks ago

    Trois-Rivières, Quebec, Canada beBee Professionals Full time $30,000 - $40,000

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Trois-Rivières. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office...

  • Administrative Support Specialist

    2 weeks ago

    Trois-Rivières, Quebec, Canada beBee Professionals Full time $30,000 - $40,000

    beBee Professionals is seeking a highly skilled Administrative Support Specialist to join our team in Trois-Rivières. As a key member of our administrative team, you will provide exceptional support to our staff and clients, ensuring seamless day-to-day operations.Key Responsibilities:Provide administrative support to our team, including scheduling...

  • Financial Manager

    3 weeks ago

    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    Financial Controller Job DescriptionAt Charles Turcotte et fils, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects...

  • Financial Manager

    3 weeks ago

    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    Financial Controller Job DescriptionAt Charles Turcotte et fils, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects...

  • Financial Manager

    3 weeks ago

    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    Financial Controller Job DescriptionAt Charles Turcotte et fils, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects...

  • Financial Manager

    3 weeks ago

    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    Financial Controller Job DescriptionAt Charles Turcotte et fils, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Assign financial projects...

  • Financial Record Specialist

    2 months ago

    Trois-Rivières, Quebec, Canada 4361903 Nova Scotia Limited Full time

    Accounting Support SpecialistThis role is designed for an individual with a background in finance, ideally holding a college or CEGEP degree along with 1-2 years of relevant experience. The responsibilities encompass a range of activities such as processing payroll, managing financial documentation, preparing tax filings, and performing account...