Manager, Regional Administration - Vancouver, Canada - MD Financial Management

MD Financial Management
MD Financial Management
Verified Company
Vancouver, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description
Requisition ID: 199295

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Manager Regional Administration (MRA) is responsible for administration and operation of the Regional Office and affiliated District Offices. They provide supervision and support to all administrative staff, helping them to maintain high standards of service to clients.


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

  • Supervise all administrative staff in the regional and district offices. Complete hiring, training, and ongoing performance management
  • Implement and monitor all new internal processes through training and coaching
  • Coordinate and chair monthly regional administrative meetings to update all administrative staff with new procedures, processes, ideas, and feedback
  • Oversees administrative backup coverage to ensure staffing is adequate
  • Provides approval for vacations and ensures staffing requirements are met
  • Assist in the implementation of, and oversee, marketing initiatives for the region including seminars and Home Office marketing programs
  • With Regional Support Team support, develop the regional budget, both expenses and capital. Conduct a monthly budget review using the Epicor Accounting System
  • Organize Professional Development days for regional staff
  • Complete the Branch Manager Duties as delegated by the Regional Manager and the Chief Compliance Officer
  • Participate in various management meetings and conference calls as applicable
  • Work with the advisor/consulting teams within the office to ensure administrative staff can deal with client issues
  • Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual
  • Liaise with Facilities for leasehold improvements, lease renewals and planned moves
  • Participate in, or manage special projects, as required
  • Ensure the region is effectively delivering the Integrated Member Experience
  • Promote and encourage the team to share best demonstrated practices among themselves and with other regions
  • Supervisory responsibilities for direct reports
  • Participate in and lead change initiatives
  • Other administrative tasks as required
  • Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions
  • Creates an environment in which his/her team 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 daytoday business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk
  • Builds a highperformance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; managing succession and development planning for the team
  • Promote an environment of Diversity and Inclusion
  • Act as the guide and support system for the Regional Administrators, allowing the team to take accountability for their workload
  • Partake in team oversight, ensuring the team is supported administratively and can work effectively to plan and execute on the service requirements
  • Participate in engaging clients to further discover MDs value proposition
  • Meet high net worth client requirements and ensure the regional team provides a priority level of service to highnetworth clients
  • Promote and encourage the team to share best demonstrated practices among themselves and with other teams

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • University or College Degree or the equivalent, plus
  • 5 years of experience working with a Client Services team preferably in the Financial Services Industry
  • CSC, Conduct & Practices Course, 30day training
  • Investment Dealer Supervisor course
  • Previously Branch Manager Course
  • LLQP is an asset
  • Excellent understanding of front office and backoffice processes
  • The Manager, Regional Administration must demonstrate a high level of initiative and flexibility and have a thorough understanding of the financial services industry
  • Strong planning and organizational skills; capable of working without close supervision; ability to and desire to work in a teamoriented environment; ability to meet short deadlines and remain calm under pressure
  • Discretion regarding client data and issues of confidentiality
  • Bilingualism is considered an asset
  • Stewardship of the client experience
  • Strong organizational skills
  • Excellent communication skills
  • Initiative and resourcefulness
  • Ability to work effectively and collaboratively within a team
  • Attention to det
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