As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managersWork with Advisors, as well as a larger regional team of Administrators

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs,



non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

A dedication to client service

You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank perks** such as

Performance Bonus

Pension Plan Matching

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services.

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📌 Administrative Assistant, Reception and Client Service (Toronto)
🏢 Scotiabank
📍 Toronto