Support Financial Advisors and Portfolio Managers in Toronto through accurate client documentation, transaction processing, and responsive administrative service. Maintain high standards for MD clients.

As a Regional Administrative Specialist with Scotiabank, you will provide administrative and operational support across a regional team. Your work includes client records, meeting preparation, inquiries, compliance tasks, and financial services documentation. The position serves current and prospective MD clients while coordinating with Advisors, Portfolio Managers, Accountants, and third parties.

Key Responsibilities:

- Prepare client documentation and input transaction requests
- Maintain accurate client contact databases and recorded notes




- Book client meetings and prepare related files
- Track inquiries and issues through resolution
- Complete compliance logs and follow up on paperwork

Requirements:

- College diploma in business, commerce, or equivalent
- Knowledge of financial services rules and tax-related issues
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2
- Robust organization, detail, follow-through, and communication skills

Bring client service, financial services knowledge, and precise administration to Scotiabank's Toronto regional support team.

📌 Regional Financial Services Administrator (Toronto)
🏢 MD Financial Management | Gestion financière MD
📍 Toronto