Regional Administrative Specialist

Regional Administrative Specialist - Edmonton

Join to apply for the Regional Administrative Specialist - Edmonton role at MD Financial Management | Gestion financière MD

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

• Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.
• Work with Advisors, as well as a larger regional team of Administrators.
• Maintain the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
• Book and prepare files for client meetings, respond to time-sensitive requests from Advisors during client meetings, prepare correspondence and ensure a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
• Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
• Support and participate in the research and resolution of a variety of client concerns as well as contribute to special projects as required.
• Ensure that monthly compliance-related tasks, including compliance reporting logs and follow-up on non-compliant paperwork, are completed efficiently.
• Liaise with Accountants and third parties to provide tax documents or statements as requested.
• Perform general office duties, including reception coverage, when required.

• College diploma in business, commerce or equivalent.
• Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs, RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues.
• Proficiency with Microsoft Office Suite.
• Working knowledge of CRM
  2.
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) considered assets.
• Dedication to client service.
• Strong organizational skills.
• Strong attention to detail and follow-through skills.
• Excellent verbal and written communication skills.
• Initiative and resourceful.
• Ability to work independently or effectively within a team.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to effectively manage change.
• Focus on achieving results.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Administrative

Canada :
Alberta :
Edmonton

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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.