Regional Administrative Specialist - Saint John, Canada - MD Financial Management

MD Financial Management

Verified Company

Saint John, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Join a thriving team dedicated to achieving results, immersed in an inclusive and high-performance environment.

As a highly skilled professional, we understand you have options. We know you're carefully evaluating our offerings before deciding to join our team.

We believe you deserve an employer who values your personal and professional growth.

If you seek an environment that challenges and supports you, where you can surpass your own expectations, then keep reading.

How You Will Contribute:

Provide administrative and operational support to Financial Consultants and Portfolio Managers.
Prepare and process client documentation and transaction requests.
Maintain client contact database accuracy.
Support client meetings and inquiries efficiently.
Assist in resolving client concerns and compliance-related tasks.
Liaise with Accountants and third parties for documentation.
Perform general office duties as needed.

What MD Expects of You:

Provide exceptional client service with a sense of urgency.
Work well independently and in a team setting.
Embrace change and prioritize organizational efficiency.

The Must Haves:

College diploma in business or equivalent.
Knowledge of the financial services industry and relevant regulations.
Proficiency in Microsoft Office Suite and CRM2.

Why MD?

Lifework integration and inclusivity in the workplace.
Wellbeing programs and benefits for employees and their families.
Competitive salaries, pension plan, and employee share options.
Generous paid time off and cost-effective banking solutions.
Access to discounts through the WorkPerks program.

Location(s): Canada : New Brunswick : Saint John || Canada : New Brunswick : Moncton

Scotiabank is a leading bank in the Americas
Guided by our purpose: