Regional Coordinator

3 weeks 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. As a key member of our Client Administrative Services Regional team, you will play a critical role in ensuring the successful execution of individual goals, plans, and initiatives in support of our business strategies and objectives.

Main Responsibilities:

  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Maintain office systems, including network administration, telephone and voice mail programs, reference and product files, branch library, and Product & Procedures manual.
  • Lead management of facilities operations, including delivery and change management of facilities-related changes.
  • Liaise with Facilities to support leasehold improvements, lease renewals, and planned moves.
  • Perform reception duties, including answering the telephone, greeting clients, managing incoming and outgoing mail and courier, and booking client appointments.
  • Complete regional reporting requests and data analysis.
  • Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation, and SOTI.
  • Coordinate and execute on various regional initiatives, including seminars, Client Forums, and Professional Development Days, and coordinate logistics as required.
  • Assist with branch compliance duties, including maintaining the security checklist and Business Continuity Plan.
  • Participate in various regional meetings and special projects.
  • Liaise with external partners, such as medical associations and accounting firms, for regional projects.
  • Other administrative tasks.

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 would be an asset.
  • Excellent computer skills, including MS Word, MS PowerPoint, and a good understanding of current corporate applications.

What We Offer:

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. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at MD Financial Management; however, only those candidates who are selected for an interview will be contacted.

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