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