23 Aug
|
Scotiabank
|
Alberta
23 Aug
Scotiabank
Alberta
Elevate your professional journey with MD Financial Management as an Administrative Support Specialist. This temporary role is critical for ensuring top-tier service for MD clients through adept administrative support.
In this Regional Administrative Specialist position, you will assist Financial Advisors by managing operational tasks and client documentation. You will maintain a comprehensive client contact database, respond to inquiries swiftly, and prepare files for client meetings. Additional duties may include compliance task management and general office responsibilities as required.
Key Responsibilities:
• Prepare client documentation per Advisors' directives
• Ensure client database information is up-to-date
• Organize and prepare materials for client meetings
• Handle inquiries and maintain follow-up systems
• Complete compliance-related tasks promptly
Requirements:
• Diploma in business, commerce, or equivalent
• Understanding of financial services regulations
• Skilled in Microsoft Office Suite and CRM2
• Solid organizational and detail-oriented mindset
• Excellent written and verbal communication skills
Contribute your expertise and commitment to service excellence as part of the MD Financial Management team at Scotiabank.
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📌 Administrative Support Specialist - MD Financial Management (Alberta)
🏢 Scotiabank
📍 Alberta