Regional Administrative Specialist

2 weeks ago

Mississauga, Canada MD Financial Management Full time

Requisition ID: 230724 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. **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 - Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly - Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services - Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards - Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required - Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently - Liaise with Accountants and third parties to provide tax documents or statements as requested - Perform general office duties, including reception coverage, when required **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - College diploma in business, commerce or equivalent - Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues - Proficiency with Microsoft Office Suite - Working knowledge of CRM2 - Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets - 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 : Mississauga 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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