Current jobs related to Regional Adminstrative Specialist - Calgary - MD Financial Management
-
Regional Administrative Specialist
2 weeks ago
Calgary, Canada MD Financial Management | Gestion financière MD Full timeRegional Administrative Specialist | MD Financial Management | Gestion financière MD Requisition ID: 244910 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...
-
Regional Administrative Specialist
2 weeks ago
Calgary, Canada Scotiabank Full timeTitle: Regional Administrative Specialist Requisition ID: 244910 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...
-
Regional Operations
2 weeks ago
Calgary, Canada Air Liquide Full timeA leading healthcare service provider in Calgary is looking for an Operations Specialist to ensure efficient supply chain and administrative functions. Responsibilities include coordinating operational activities, managing inventory supplies, and supporting regional initiatives. Candidates should have a diploma in Business Administration or Supply Chain and...
-
Regional Operations
2 weeks ago
Calgary, Canada Air Liquide Full timeA healthcare service provider in Calgary is seeking an Operations Specialist to support regional teams and improve supply chain efficiency. Responsibilities include managing inventories, coordinating procurement activities, and assisting in operational excellence initiatives. The ideal candidate holds a Diploma in Business Administration or related fields,...
-
Regional Operations Specialist
6 days ago
Calgary, Canada COBS Bread Full timeTop 50 Best Workplaces 2024 **Regional Operations Specialist** **Reports to**:Regional Director of Operations, Prairies **Location: Calgary, AB** We are looking for a Regional Operations Specialist to join our Operations Team in the Prairies. This position reports to the Regional Director of Operations, Prairies and will provide high level of in-bakery...
-
Regional Administrative Specialist
2 weeks ago
Calgary, Canada MD Financial Management Full timeRegional Administrative Specialist MD Financial Management – Calgary, AB, CA Is this role right for you? In this role you will: Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers. Work with Advisors, as well as a larger regional team of Administrators....
-
Regional Administrative Specialist
2 weeks ago
Calgary, Canada Scotiabank Full timeRegional Administrative Specialist (Temporary) Select how often (in days) to receive an alert: 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...
-
Calgary, Canada Scotiabank Full timeRequisition ID: 232827 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Agricultural segment of the Business Banking department(s) in Canada ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s business...
-
Hybrid Regional Operations
3 weeks ago
Calgary, Canada Air Liquide Full timeA leading healthcare provider in Calgary is seeking an Operations Specialist to support supply chain and administrative functions. The role involves inventory management, coordinating transfer orders, and supporting regional initiatives. Ideal candidates should have a diploma in Business Administration or Supply Chain, excellent organizational skills, and...
-
Hybrid Regional Operations
3 weeks ago
Calgary, Canada Air Liquide Full timeA leading healthcare provider in Calgary is seeking an Operations Specialist to support supply chain and administrative functions. The role involves inventory management, coordinating transfer orders, and supporting regional initiatives. Ideal candidates should have a diploma in Business Administration or Supply Chain, excellent organizational skills, and...
Regional Adminstrative Specialist
2 weeks ago
Requisition ID: 234262 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of MD Signature in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The Regional Administative Specialist (MD Signature) is responsible for providing administrative and operational support to assist the MD Signature Advisor in maintaining high service standards for all clients. **Is this role right for you? In this role you will**: - Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. - Provide administrative support to an MD Signature Advisor (Senior Financial Consultants and Portfolio Managers). - Process trade requests and ensure all regulatory requirements are met. - Work with other lines of business to arrange mutual client contact strategies. - Partner with Financial Consultants and Portfolio Managers with booking meetings for existing clients to ensure in-house and road-trip schedules are full. - Maintain a follow-up system (MX360) for inquiries, complaints and problem resolution, ensuring that established MD Management service standards are being met in a timely matter. - Provide expertise, support and participate in the research of complex client issues. - Update database for all client contact, ensuring that all client information and client notes are recorded correctly. - Send meeting reminder to clients prior to meeting. - Maintain monthly compliance related tasks as required i.e.) follow up on non-complaint paperwork. - Booking appointments. - Track IPS and KYC expiry dates. - Ongoing awareness of marketing initiatives. - Participate in short-term and ongoing projects, as required. - Create Tasks for Administrative Specialist, as required. - Point of contact for advisors. - Last minute request from advisor during a client meeting. - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. - Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. - Champions a high-performance environment and contributes to an inclusive work environment. - _ **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Community college diploma in Business Administration or equivalent. - Three+ years of experience in an administrative or clerical position, preferably with a financial services company - Working knowledge of RRSPs, RRIFs, RESPs, TFSAs, mutual funds and other investment products. - Working knowledge of CRM2 - Dedicated to client service and exceptional responsiveness to client inquiries - 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 SWM Location(s): Canada : Alberta : Calgary 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.
