Regional Administrative Specialist, Md Financial Management - Montreal

Regional Administrative Specialist, Md Financial Management - Montreal

25 Oct
|
Scotiabank
|
Montreal

25 Oct

Scotiabank

Montreal

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. Is this role right for you? In this role you will: Process documentation requests and input transaction requests as directed by Financial Consultants Partner with Financial Consultants and Portfolio Managers in booking client meetings Respond effectively to all inquiries from current and prospective clients concerning MD products and services Respond to last minute requests from Financial Consultants during client meetings Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner Provide support and participate in the research and resolution of client issues Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings Prepare and process recent

📌 Regional Administrative Specialist, Md Financial Management - Montreal
🏢 Scotiabank
📍 Montreal

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