Regional Administrative Specialist - Ottawa, Canada - MD Financial Management

MD Financial Management

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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.

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 followup 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 CRM
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

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
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.