Regional Administrative Specialist Ottawa
1 week ago
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 & 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 : 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 timeRequisition 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
1 week ago
Ottawa, Canada MD Financial Management Full timeRequisition 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...
-
Regional Administrative Specialist
1 week ago
Ottawa, Canada MD Financial Management Full timeRequisition 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...
-
Store Administrator- Ottawa Region
1 week ago
Ottawa, Canada Shoppers Drug Mart Pharmaprix Full time**Location**: 1642 Merivale Rd, Ottawa, Ontario, K2G 4A1 Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. **Why this role is important?** **Multiple Locations in Ottawa Region** FT and PT **SUMMARY**: Administer all accounting,...
-
Regional Administrative Specialist
7 days 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...
-
Bilingual Regional Administrative Specialist
4 days ago
Ottawa, Canada MD Financial Management Full timeRequisition 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....
-
Sales Specialist – Ottawa
1 week ago
Ottawa, Ontario, Canada ITN Food Corporation Full timeJoin ITN Food Corp. as a Sales Specialist – Ottawa (English Required; Hindi / Urdu or Punjabi Preferred).Are you a driven sales professional with a passion for authentic South Asian cuisine? ITN Food Corporation, a leader in ethnic food production, import, and distribution, is seeking a dynamic Sales Specialist for Ottawa to fuel sales growth. In this...
-
Regional Administrative Specialist
1 week ago
(s): Canada : Ontario : Ottawa Scotiabank Global Site Full timeRequisition 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...
-
Client Services Specialist/spécialiste Du Service
11 hours ago
Ottawa, Canada Ottawa Tourism Full time**OVERVIEW** Ottawa Tourism’s vision is to be one of Canada’s most visited, sustainable, vibrant, and valued urban destinations and the tourism authority for key economic development and city-building decisions in Ottawa. Ottawa Tourism's mission is to market and sell Ottawa as a compelling leisure and business destination and lead or participate in...
-
Product Specialist
2 days ago
Ottawa, Canada Audi Ottawa Full timeThe Mark Motors Group prides itself on being Ottawa’s Premium vehicle leader in both sales and service. Come join our Audi City location in Lansdowne and become a member of one of Canada’s Top Audi dealerships. We are focused on exceptional customer service and on developing our teams to be the best in the market. Our Audi City location is one of a kind...
