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: 196676

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

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

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 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 an asset
Bilingualism (French/English) is an asset
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

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.