Regional Administrative Specialist
1 week ago
Requisition ID: 213017 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. **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 : Alberta : Edmonton || Canada : Alberta : Calgary || Canada : British Columbia : North Vancouver || Canada : British Columbia : Victoria || Canada : Manitoba : Winnipeg 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
2 weeks ago
Edmonton, Canada Scotiabank Full timeRegional Administrative Specialist - Edmonton 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...
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management | Gestion financière MD Full timeRegional Administrative Specialist - Edmonton Join to apply for the Regional Administrative Specialist - Edmonton role at MD Financial Management | Gestion financière MD Requisition ID 244445 Background Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Responsibilities Be accountable for the preparation...
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management Full timeRequisition ID: 236592 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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Edmonton, Canada MD Financial Management Full timeRequisition ID: 183026 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...
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Regional Administrative Specialist
2 weeks ago
Edmonton, Canada Scotiabank Full timeA leading financial institution seeks a Regional Administrative Specialist in Edmonton. You will provide crucial administrative and operational support to Financial Advisors and Portfolio Managers. Responsibilities include maintaining client documentation, managing inquiries, and ensuring compliance standards are met. The ideal candidate possesses a college...
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Regional Administrative Specialist
1 day ago
Edmonton, Alberta, Canada MD Financial Management | Gestion financière MD Full timeRequisition ID: 244445Join 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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Edmonton, Canada Scotiabank Full timeA leading financial institution is seeking a Regional Administrative Specialist in Edmonton, Canada, to provide crucial administrative and operational support for Financial Advisors and Portfolio Managers. This role involves preparing client documentation, maintaining accurate databases, and assisting with compliance tasks. The successful candidate will...
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Edmonton Regional Administrative Specialist
2 weeks ago
Edmonton, Canada MD Financial Management | Gestion financière MD Full timeA financial services firm is seeking a Regional Administrative Specialist in Edmonton. This role involves preparing client documentation, maintaining databases, and supporting Advisors. Candidates should possess a college diploma in business or commerce and have strong organizational skills with attention to detail and client service dedication. The position...
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Regional Administrative Specialist
1 day ago
Edmonton, AB TN Z, Canada MD Financial Management Inc. Full timeRequisition ID: 244445Join 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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Edmonton, Canada Scotiabank Full timeA leading financial institution in Edmonton seeks a motivated Regional Administrative Specialist to provide operational support for Financial Advisors and Portfolio Managers. Responsibilities include preparing client documentation, maintaining databases, booking meetings, and ensuring compliance tasks are completed timely. The ideal candidate will have a...
