28 Aug
|
Scotiabank
|
Calgary
28 Aug
Scotiabank
Calgary
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.
📌 Administrative Support Specialist - MD Financial Management (Calgary)
🏢 Scotiabank
📍 Calgary