Current jobs related to Regional Administrative Specialist, MD Financial Management - TroisRivières, Quebec - Scotiabank
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887We 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeResponsabilitésLe 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeResponsabilitésLe 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeSpécialiste 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeSpécialiste 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeSpécialiste 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timeSpécialiste 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...
-
Trois-Rivières, Quebec, Canada Scotiabank Full timePoste : 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 - $60,000beBee 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 timeAt 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 - $40,000We 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 - $40,000beBee 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 timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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...
Regional Administrative Specialist, MD Financial Management
1 month ago
We are seeking a highly organized and detail-oriented Regional Administrative Specialist to join our team at Scotiabank. As a key member of our Regional Administration team, you will provide administrative and operational support to our Financial Consultants and Portfolio Managers, ensuring seamless execution of client transactions and exceptional client experience.
Key Responsibilities- Prepare and process client documentation and transaction requests as directed by Advisors and Portfolio Managers.
- Maintain the currency and accuracy of the client contact database, ensuring 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, as well as contribute to special projects as required.
- Ensure monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
- Liaise with Accountants and third parties to provide tax documents or statements as requested.
- Perform general office duties, including reception coverage, when required.
- 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.
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.
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. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.
