Regional Administrative Specialist

2 weeks ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 200174 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 **Bilingual French and English is mandatory** **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 || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Newfoundland and Labrador : St John's || Canada : Ontario : Toronto 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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