Account Administration Officer - Ottawa, Canada - MD Financial Management

MD Financial Management

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 182711

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 Account Administration Officer to join our team.

As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

Is this role right for you? In this role you will:

Be responsible for the administration of client accounts including account openings, account maintenance and account funding
Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers

The Must Haves:

University degree or College diploma, preferably with a financial background
2 years' experience in an administrative or clerical position, preferably within the financial services industry
Working knowledge of CRM
Completion of the Canadian Securities Course is considered an asset
Bilingualism (French/English) is 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:

A dedication to client service
Strong organizational skills
Strong attention to detail and followthrough skills
Excellent verbal and written communication skills
Demonstrated proactivity, initiative, and resourcefulness
Ability to work independently or effectively within a team
Ability to manage multiple priorities in a fast

- paced environment

Ability to effectively manage change
Resultsoriented
Sound capacity to assess, develop and monitor complex business processes

What's in it for you?

We are big proponents of lifework integration and provide the flexibility and tools to achieve such.
We believe an inclusive and diverse work environment makes for happy and productive employees.
We recognize the importance of wellbeing and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
We know that financial security is important to you and we're here to help competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
We realize time away to recharge is a nonnegotiable we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
We understand that costeffective banking solutions mean more money in your pocket through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
We love discounts. Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.

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.