Regional Administrative Specialist

Scotiabank; Nanaimo; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading bank in the Americas is looking to hire a Regional Administrative Specialist in Nanaimo, Canada. This position requires providing operational support to enhance client service experiences while ensuring compliance with internal policies. The ideal candidate will have a College diploma and knowledge of the financial services industry. Candidates should be proficient in Microsoft Office Suite and demonstrate a commitment to timely, quality client interactions.

Qualifications

• Must possess a College diploma in business, commerce or equivalent.
• Knowledge of the financial services industry and related regulations.
• Proficient with Microsoft Office Suite. Fluency in CRM2 is an asset.

Responsibilities

• Provide administrative support to Financial Consultants and Portfolio Managers.
• Ensure client documentation is properly prepared and processed.
• Maintain accuracy of client contact database and support client meetings.

Skills

Customer experience

Financial services knowledge

Proficiency in Microsoft Office Suite

CRM2 knowledge

Flexibility

Education

College diploma in business or commerce

Job description

Regional Administrative Specialist

Requisition ID: 248687

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

The Regional Administrative Specialist contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures

Role Responsibilities

• Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• 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 noncompliant 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.

Qualifications

• A 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.
• A commitment to an exceptional client experience – using your ability to understand the client’s perspective quickly and clearly, you will provide timely and accurate responses to a myriad of queries.
• A sense of urgency – what’s important to the client is equally important to you. You thrive on getting things done and done well.
• The flexibility to work independently and as part of a broader team.

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.

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services.