As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner Prepare and process recent account documentation as required Update the database for all client contact, ensuring that all client information & notes are recorded correctly Participate in projects as required Provide reception coverage and general office duties Community college diploma in Business Administration or equivalent ~2 years’ experience in an administrative or clerical position, preferably within the financial services industry ~ Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook ~ Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH)
are considered assets ~ In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. 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. MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services. #