Regional Administrative Specialist — Wealth Services Support

MD Financial Management | Gestion financière MD; Montreal (administrative region); On-site; CAD 52,000 - 76,000; Full time

Job summary

Scotiabank in Montreal, Canada is seeking a Regional Administrative Specialist to provide administrative and operational support to assist Financial Advisors and Portfolio Managers in delivering outstanding service to clients.

You will manage client documentation, keep the client contact database current, prepare meeting files, respond quickly to inquiries, and help with compliance tasks while coordinating with a regional team and external partners.

Qualifications

• / College diploma in business, commerce or equivalent.
• / Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESP/RDSPs, TFSAs, and applicable tax-related issues.
• / Proficiency with Microsoft Office Suite.
• / Working knowledge of CRM2.
• / Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are assets.
• / Strong client service orientation and attention to detail.

Responsibilities

• Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.
• Work with Advisors and a regional team of Administrators.
• Maintain the currency and accuracy of the client contact database.
• Book and prepare files for client meetings and respond to time-sensitive requests during meetings.
• Handle inquiries from current and prospective clients regarding MD products and services.
• Support compliance tasks and assist with special projects as required.
• Liaise with Accountants and third parties to provide tax documents or statements as requested.
• Perform general office duties, including reception coverage when required.

Skills

Client service

Organizational skills

Attention to detail

Verbal and written communication

Education

College diploma in business, commerce or equivalent

Tools

Microsoft Office Suite

CRM2

Job description

Scotiabank in Montreal, Canada is seeking a Regional Administrative Specialist to provide administrative and operational support to assist Financial Advisors and Portfolio Managers in delivering outstanding service to clients.

You will manage client documentation, keep the client contact database current, prepare meeting files, respond quickly to inquiries, and help with compliance tasks while coordinating with a regional team and external partners.