Regional Administrative Specialist, MD financial management - Montreal

Scotiabank; Montreal; On-site; CAD 42,000 - 62,000; Full time

Job summary

Scotiabank in Montreal seeks a Regional Administrative Specialist to provide administrative and operational support to Financial Consultants and Portfolio Managers. You will process requests, book meetings, respond to client inquiries, and maintain client records, ensuring accuracy and compliance.

The role requires a community college diploma in Business Administration or equivalent, plus 2 years in an administrative role within financial services.

Qualifications

• Community college diploma in Business Administration or equivalent.
• 2 years of administrative/clerical experience, preferably in financial services.
• Proficiency with Microsoft Windows and MS Office applications.
• Working knowledge of CRM2.
• Strong client service orientation and communication skills.

Responsibilities

• Process documentation requests and input transaction requests as directed by Financial Consultants.
• Book client meetings with Financial Consultants and Portfolio Managers.
• Respond to inquiries from current and prospective clients about MD products and services.
• Prepare and process new account documentation as required.
• Update client information and notes in the database and maintain monthly compliance tasks.

Skills

MS Office

Customer service

Organization

Communication

Attention to detail

Education

Business Administration diploma

Tools

CRM2

Job description

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 Financial Consultants and Portfolio Managers.

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

• Process documentation requests and input transaction requests as directed by Financial Consultants
• Partner with Financial Consultants and Portfolio Managers in booking client meetings
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Respond to last minute requests from Financial Consultants during client meetings
• Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
• Provide support and participate in the research and resolution of client issues
• Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
• Prepare and process new account documentation as required
• Update the database for all client contact, ensuring that all client information & notes are recorded correctly
• Maintain monthly compliance related tasks as required
• Liaise with accountants and third parties as required
• Prepare business correspondence to clients and third parties
• Participate in projects as required
• Provide reception coverage and general office duties

Education, Professional Experience, Certifications and Skills required:

• Community college diploma in Business Administration or equivalent
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• 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

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

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.

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