Office Coordinator - Victoria, Canada - MD Financial Management

MD Financial Management

Verified Company

Victoria, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 197626

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 Office Coordinator to join our team in
Victoria.

The Office Coordinator is 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
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions

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

Location(s): Canada : British Columbia : Victoria

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.