Support Financial Consultants and Portfolio Managers through exact administration, client communication, and transaction processing in a regional financial services setting. French and English are required for regular collaboration.As a Regional Administrative Specialist, you will provide administrative and operational support across client service activities. You will process documentation, coordinate meetings, respond to inquiries, and maintain accurate client records.



The work supports MD Financial Management and its related Scotia Wealth Insurance Services entities.Key Responsibilities:Process documentation and transaction requests from Financial ConsultantsBook client meetings with Financial Consultants and Portfolio ManagersRespond to client inquiries about MD products and servicesPrepare files and new account documentation for meetingsMaintain follow-ups, client records, and monthly compliance tasksRequirements:Community college diploma in Business Administration or equivalentTwo years' administrative or clerical experience, preferably financial servicesMicrosoft Windows, Excel, Word, PowerPoint, and Outlook proficiencyWorking knowledge of CRM2French and sufficient English for regular collaborationApply administrative organization, client service, and communication skills while supporting MD Financial Management's financial professionals and clients.

📌 Regional Financial Services Administrator (Montreal)
🏢 Scotiabank
📍 Montreal