Regional Administrative Specialist
Requisition ID: 267921

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

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

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers

Work with Advisors, as well as a larger regional team of Administrators

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Play an significant role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required

Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required





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

College diploma in business, commerce or equivalent

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs, RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

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

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services.

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.

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

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📌 Regional Administrative Specialist (Ontario)
🏢 Scotiabank
📍 Ontario