Regional Administrative Specialist

Regional Administrative Specialist - Edmonton

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

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

• 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
• Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
• Play an important role in booking and preparing files for client meetings, responding to time‑sensitive 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
• 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 contributing to special projects as required
• Ensure that monthly compliance‑related tasks, such as compliance reporting logs and following 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 CRM2
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow‑through skills
• Excellent verbal and written communication skills
• Initiative and resourcefulness
• 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

Requisition