Bilingual Administrative Assistant

MD Financial Management | Gestion financière MD; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial management firm in Ottawa is seeking a Bilingual Administrative Assistant to support Financial Advisors and enhance client experience. This full-time role requires proficiency in English and French, strong organizational skills, and a commitment to client service. Ideal candidates should possess a college diploma in business or commerce and have knowledge of financial services.

Qualifications

• Demonstrated knowledge of financial services and regulations.
• Ability to manage multiple priorities in a fast-paced environment.
• English and French communication skills required.

Responsibilities

• Provide administrative support to Financial Advisors and Portfolio Managers.
• Maintain accuracy of the client contact database.
• Assist with client meeting preparations.

Skills

Client service

Organizational skills

Attention to detail

Communication

Resourcefulness

Education

College diploma in business or commerce

Tools

Microsoft Office Suite

Job description

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Requisition ID : 227033

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.

Is this role right for you? In this role you will :

• 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

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have :

• 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 are resourceful 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

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and / or they will serve an English-speaking clientele.

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.

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 (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Administrative

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