Mortgage Broker

VERICO; Massilly; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

An established industry player is seeking a Regional Administrative Specialist to join a dynamic team. This role is pivotal in providing administrative and operational support to Financial Consultants and Portfolio Managers. You will engage with clients, manage documentation, and ensure compliance while maintaining high service standards. Ideal candidates will possess strong organizational skills, a dedication to client service, and proficiency in Microsoft Office applications. If you thrive in a fast-paced environment and are passionate about delivering exceptional service, this opportunity is perfect for you.

Qualifications

• 2 years' experience in administrative or clerical position, preferably in financial services.
• Proficiency in Microsoft Office applications and CRM2 knowledge.

Responsabilités

• Provide administrative support to Financial Consultants and Portfolio Managers.
• Process documentation requests and manage client inquiries effectively.

Connaissances

Client Service Dedication

Organizational Skills

Attention to Detail

Verbal Communication

Written Communication

Resourcefulness

Ability to Work Independently

Multi-Priority Management

Change Management

Formation

Community College Diploma in Business Administration

Outils

Microsoft Windows

Excel

Word

PowerPoint

MS Outlook

CRM2

Description du poste

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team in Sudbury.

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:

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

The Must Haves:

1. Community college diploma in Business Administration or equivalent
2. 2 years' experience in an administrative or clerical position, preferably within the financial services industry
3. Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
4. Working knowledge of CRM2
5. Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

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

1. A dedication to client service
2. Strong organizational skills
3. Strong attention to detail and follow-through skills
4. Excellent verbal and written communication skills
5. Initiative and are resourceful
6. An ability to work independently or effectively within a team
7. An ability to manage multiple priorities in a fast-paced environment
8. An ability to effectively manage change
9. A focus on achieving results