Elevate your skilled 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 (Canada)
🏢 Scotiabank
📍 Canada