Regional Administrative Specialist

at  MD Financial Management

Ottawa, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Aug, 2024Not Specified21 May, 20242 year(s) or aboveCapital Markets,Wealth Management,Investment Banking,Communication Skills,Commercial Banking,Private BankingNoNo
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Description:

Requisition 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 Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities:

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

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
    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.
    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Diploma

Business Administration, Administration, Business

Proficient

1

Ottawa, ON, Canada