Business Development Administrative Support Specialist
5 days ago
Job Summary
We are seeking a highly skilled and detail-oriented Regional Administrative Specialist to join our team in Trois-Rivières, Quebec. As a key member of our regional administration team, you will be responsible for providing exceptional administrative support to our financial consultants and portfolio managers.
Key Responsibilities:
- Prepare and process client documentation and transaction requests as directed by advisors and portfolio managers.
- Maintain the currency and accuracy of client contact databases and ensure all applicable information and notes are recorded correctly.
- Book and prepare files for client meetings, respond to time-sensitive requests from advisors during client meetings, and prepare correspondence.
- Ensure a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
- Support and participate in the research and resolution of client concerns, contribute to special projects, and complete monthly compliance-related tasks efficiently.
- Liaise with accountants and third parties to provide tax documents or statements as requested.
- Perform general office duties, including reception coverage when required.
Requirements:
- 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.
- College diploma in business, commerce, or equivalent.
What We Offer:
- A competitive salary ranging from $55,000 to $65,000 per year, depending on experience.
- A comprehensive benefits package, including health and dental insurance, a defined contribution pension plan, and an employee share option purchase program.
- A generous paid time off program, which increases along with your tenure with MD.
- The flexibility to work independently and as part of a broader team.
- Access to thousands of discounts through the WorkPerks program.
About Scotiabank:
Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
Why Join Us?
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone.
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