24 Aug
|
Scotiabank
|
Winnipeg
24 Aug
Scotiabank
Winnipeg
Elevate your qualified 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 • Strong 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. #J-18808-Ljbffr
📌 Administrative Support Specialist - MD Financial Management (Winnipeg)
🏢 Scotiabank
📍 Winnipeg