Regional Administrative Specialist

2 weeks ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 199252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: - 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 **The Must Haves**: - Community college diploma in Business Administration or equivalent - 2 years’ experience in an administrative or clerical position, preferably within the financial services industry - Working knowledge of CRM2 - Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - A dedication to client service - Strong organizational skills - Strong attention to detail and follow-through skills - Excellent verbal and written communication skills - Initiative and are resourceful - An ability to work independently or effectively within a team - An ability to manage multiple priorities in a fast - paced environment - An ability to effectively manage change - A focus on achieving results Location(s): Canada : Ontario : Ottawa 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.

  • Regional Administrative Specialist

    2 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 195498 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and...

  • Regional Administrative Specialist

    2 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 197665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Bilingual Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Regional Administrative Specialist

    2 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 159597 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Regional Administration, as a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers. - You...

  • Regional Administrative Specialist

    1 week ago

    Ottawa, Canada Scotiabank Full time

    **Requisition ID**: 162649 We are committed to investing in our employees and helping you continue your career at Scotiabank. Regional Administrative Specialist Digital Channels Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Quality and Practice, as a Regional Administrative...

  • Regional Administrative Specialist Ottawa

    2 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 174404 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 &...

  • Bilingual Regional Administrative Specialist

    7 days ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 231057 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....

  • Regional Administrative Specialist

    2 weeks ago

    (s): Canada : Ontario : Ottawa Scotiabank Global Site Full time

    Requisition ID: 242955Join 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...

  • Regional Administrative Specialist

    7 days ago

    Ottawa, Canada MD Financial Management Full time

    **Requisition ID**: 179979 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 Financial Consultants and Portfolio Managers. This is a remote, 6 month term position. **Is this role right...

  • Document Fulfillment Specialist

    5 days ago

    Ottawa, Canada Your Mortgage Specialist Full time

    **Now Hiring: Document Fulfillment Specialist** **About Us** We are a leading mortgage team recognized for delivering an outstanding client experience. Our reputation is built on years of service excellence, powered by a team of dedicated professionals, proven systems, and a commitment to going above and beyond. We’re proud of the strong relationships...

  • Regional Administrative Assistant

    2 weeks ago

    Ottawa, Canada BGIS Full time

    **Who We Are** BGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients’ businesses. Globally, we manage over...