Regional Administrative Coordinator

4 weeks ago


Vancouver, British Columbia, Canada MD Financial Management Full time
Job Summary

We are seeking a highly organized and detail-oriented Regional Administrative Specialist to provide 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
  • Respond to last minute requests from Financial Consultants during client meetings
  • 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
Requirements
  • 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, PowerPoint, and MS Outlook
  • Working knowledge of CRM2
  • Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
What We Offer

We offer a dynamic and inclusive work environment, competitive compensation, and opportunities for professional growth and development.

At MD Financial Management, we are committed to providing exceptional service to our clients and supporting the growth and success of our employees.


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