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    ATTENTION BUSINESS GRADUATES Office Administrator Regina Contract - Scotiabank

    Scotiabank
    Scotiabank Regina, Canada

    1 week ago

    Scotiabank background
    Description

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

    MD Management Limited, 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 follow-up 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
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Working knowledge of CRM2
  • 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 follow-through 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
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