Regional Administrative Specialist, MD Financial Management - Montreal (18 months contract)

Regional Administrative Specialist, MD Financial Management - Montreal (18 months contract)

Requisition ID: 276941

Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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.

#SWM

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Laval || Canada : Quebec : Pointe-claire

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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