Regional Administrative Specialist - Montréal, Canada - MD Financial Management

MD Financial Management

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 193851

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

As top talent in today's market, we appreciate you have choices. We understand that you're carefully evaluating everything we have to offer before hitting the 'submit resume' button.

We know that you are looking for an opportunity and an employer that will enable you to take a purposeful and balanced approach to achieving both professional and personal goals.

You expect to be treated like a person, not a number and are seeking more than just a job - you're seeking a team and a leader that will challenge you, support you, and encourage you to be more than you ever thought possible.

If this sounds like the type of environment you've been looking for, read on.

How You Will Contribute:

Reporting to the Manager, Regional Administration, as a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Consultants and Portfolio Managers.

You will be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.
You will work with a Advisors, as well as a larger Regional team of Administrators.
You will be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
You will play an important role in booking and preparing files for client meetings, responding to timesensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
You will maintain a followup system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
You'll support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required.
You will ensure that monthly compliancerelated tasks, such as compliance reporting logs and following up on noncompliant paperwork, are completed efficiently.
You will liaise with Accountants and third parties to provide tax documents or statements as requested.
You will perform general office duties, including reception coverage, when required.

What MD Expects of You:

A commitment to an exceptional client experience using your ability to quickly and clearly understand the client's perspective, you will provide timely and accurate responses to a myriad of queries.
A sense of urgency what's important to the client is equally important to you. You thrive on getting things done and done well.
The flexibility to work independently and as part of a broader team.
You embrace change thriving in a diverse environment of everchanging and competing priorities.
A dedication to organizational efficiency maintaining a strong attention to detail coupled with the ability to follow up and follow through in a resultsoriented fashion

The Must Haves:

College diploma in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, nonregistered investments and applicable taxrelated issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2

Why MD?

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 recognize the importance of wellbeing and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
We know that financial security is important to you and we're here to help competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
We realize time away to recharge is a nonnegotiable we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
We understand that costeffective banking solutions mean more money in your pocket through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
We love discounts. Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Quebec : Montreal

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 service