Administrative Specialist

1 day ago


Nanaimo, British Columbia, Canada MD Financial Management Full time
About the Role

As a Regional Administrative Specialist with MD Financial Management, you will be responsible for providing exceptional administrative and operational support to our Financial Consultants and Portfolio Managers.

Key Responsibilities
  • 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.
  • 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.
About You

We are seeking an experienced and organized individual with a strong background in administration and excellent communication skills. The ideal candidate will have:

  • A community college diploma in Business Administration or equivalent.
  • 2 years' experience in an administrative or clerical position, preferably within the financial services industry.
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, Power Point, and MS Outlook.
  • Working knowledge of CRM2.
  • Candidate assets include Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH).
About Our Team

At MD Financial Management, 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.

Our team is dedicated to delivering exceptional client service and achieving results through a collaborative and dynamic work environment. If you are a motivated and detail-oriented individual who is passionate about delivering high-quality results, we would love to hear from you.



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