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Regional Coordinator

1 month ago

Winnipeg, Manitoba, Canada MD Financial Management Full time
Job Summary

We are seeking a highly organized and detail-oriented Regional Coordinator to join our team. In this role, you will be responsible for providing administrative support to our regional team, ensuring the smooth operation of our office systems, and maintaining accurate records.

Key Responsibilities
  • Provide administrative support to the regional team, including answering phones, responding to emails, and preparing reports.
  • Manage office systems, including network administration, telephone and voice mail programs, and reference and product files.
  • Lead the management of facilities operations, including leasehold improvements, lease renewals, and planned moves.
  • Liaise with external partners, such as medical associations and accounting firms, to support regional projects.
  • Perform reception duties, including greeting clients, managing incoming and outgoing mail and courier, and booking client appointments.
  • Complete regional reporting requests and data analysis.
  • Manage regional administration tasks, including GIC maturity report and letter generation, cash report generation, and SOTI.
  • Coordinate and execute on regional initiatives, including seminars, client forums, and professional development days.
  • Assist with branch compliance duties, including maintaining the security checklist and business continuity plan.
  • Participate in regional meetings and special projects.
Requirements
  • Community college diploma in Business Administration or equivalent.
  • Three+ years' experience in an administrative or clerical position, preferably with a financial services company.
  • Working knowledge of RRSPs, RRIFs, mutual funds, and client services.
  • Excellent computer skills, including MS Word, MS PowerPoint, and good understanding of current corporate applications.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.