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Regional Administrative Specialist
Location:
Calgary
Description:
Requisition ID: 182894 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. 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 The Must Haves: 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, Power Point, and MS Outlook. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Regional Administrative Specialist
Regional Administrative Specialist is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Regional Administrative Specialist by searching Oodle for Clerical Administrative Specialist Jobs.
Regional Administrative Specialist is a Clerical Administrative Specialist Job at Scotiabank located in United States. Find other listings like Regional Administrative Specialist by searching Oodle for Clerical Administrative Specialist Jobs.