Regional Administrative Specialist
3 days ago
Requisition ID: 155713 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Administration Specialist is responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers in maintaining high standards for all clients. Duties & Responsibilities: (What you will do) Service Support: - Provide service support to Financial Consultants and Portfolio Managers - Process documentation requests and input transaction requests as required as directed by advisors - Partner with Financial Consultants and Portfolio Managers in booking client meetings, as required - Respond effectively to all inquiries from current and prospective clients concerning MD products and services - Respond to last minute requests from advisor during client meetings Administrative Support: - Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter - Provide support and participate in the research & resolution of client issues - Complete File Preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings - Prepare and process new account documentation as required Operational Support: - Update database for all client contact, ensuring that all client information and 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 - General office duties as required Education & Experience: (What you need) - Community college diploma in Business Administration or equivalent - Understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues - 2 years’ experience in the Financial Services industry - Working knowledge of CRM2 Competency Requirements: (What you bring) - Dedication to client service - Strong organizational stills - Strong attention to detail and follow-through skills - Excellent verbal and written communication skills - Demonstrated pro-activity and initiative - Ability to work independently - Strong team player - Ability to manage multiple priorities in a fast-paced environment - Ability to effectively manage change - Results-oriented Location(s): Canada : Ontario : Toronto 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.
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers...
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Regional Administrative Specialist
2 weeks ago
Toronto, Canada Scotiabank Full timeTitle: Regional Administrative Specialist (Downtown Toronto) Requisition ID: 239694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
4 weeks ago
Toronto, Canada Scotiabank Full timeA leading financial services institution in Toronto is seeking a Regional Administrative Specialist to support Financial Advisors and maintain client documentation. The ideal candidate should have a college diploma, knowledge of financial services, strong organizational skills, and proficiency in Microsoft Office. Join a dedicated team to deliver...
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Regional Administrative Specialist
2 days ago
(s): Canada : Ontario : Toronto Scotiabank Global Site Full time $60,000 - $90,000 per yearRequisition ID: 239694Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. Is...
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Regional Administrative Specialist
2 weeks ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 239694 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients....
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Regional Leasing Specialist
4 weeks ago
Toronto, Canada Greenwin Inc. Full timeSummary: The Regional Leasing Specialist will play a crucial role in ensuring that prospective residents have a seamless experience from inquiry to move-in. By delivering superior customer service and promoting the benefits of the community, the Leasing Specialist contributes to resident satisfaction and retention, while supporting the overall success of the...
