03 Nov
|
MD Financial Management | Gestion financière MD
|
Toronto
03 Nov
MD Financial Management | Gestion financière MD
Toronto
Coordinate client operations for MD services in Toronto, using robust organization, Microsoft Office, and financial services knowledge. Support Advisors and Portfolio Managers. Scotiabank’s Regional Administrative Specialist provides operational support that helps Financial Advisors and Portfolio Managers serve MD clients. You will manage documentation, client information, meeting files, inquiries, compliance follow-up, and requests for tax documents or statements. Book meetings and provide timely meeting support
Research client concerns and contribute to special projects
College diploma in business, commerce, or equivalent
Working knowledge of CRM2 and Microsoft Office Suite
Dedication to client service and excellent communication skills
Apply your organizational strengths, client focus, and financial knowledge to regional operations supporting MD clients in Toronto.
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📌 Customer Operations Specialist (Toronto)
🏢 MD Financial Management | Gestion financière MD
📍 Toronto