Office Coordinator - Regina, Canada - MD Financial Management

Sophia Lee

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Sophia Lee

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Description

Requisition ID: 180612

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 Office Coordinator to join our team.


As an Office Coordinator you will be responsible for Reception and the execution of day-to-day operational tasks & activities to support the Regional Office.


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

  • Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
  • 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
  • Lead management of facilities operations as well as delivery and change management of facilities related changes
  • Liaise with Facilities to support leasehold improvements, lease renewals and planned moves
  • Complete regional reporting requests & data analysis
  • Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
  • Coordinate and execute on a variety of regional initiatives including seminars, Client Forums and Professional Development Days and coordinate logistics as required
  • Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan
  • Participate in various regional meetings and special projects, as needed
  • Liaise with external partners such as medical associations, accounting firms, etc. for regional projects as required
  • Other administrative tasks as required

The Must Haves:


  • Community college diploma in Business Administration or equivalent
  • Three+ years' experience in an administrative or clerical position, preferably with a financial services company
  • Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset

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

  • 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 detail
  • Wellorganized with high energy, effective communication skills
  • Enjoys a fastpaced environment and is highly professional
  • Team player with a desire to consistently create a positive work environment

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 offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
  • We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
  • We offer generous paid time off programs
  • We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
Location(s): Canada : Saskatchewan : Regina

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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