Regional Administrative Specialist, MD Financial Management - Montreal (18 months contract)

Job summary

Provide administrative and operational support to Financial Consultants and Portfolio Managers, including processing documentation and transactions, coordinating client meetings, and preparing client files and account documents. Respond to client inquiries, resolve issues, maintain accurate client records, complete compliance tasks, liaise with third parties, and support reception and general office operations.

Job details

Requisition ID: 276941 Employee Referral Program – Potential Reward: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. Is this role right for you? In this role you will: Process documentation requests and input transaction requests as directed by Financial Consultants Partner with Financial Consultants and Portfolio Managers in booking client meetings Respond effectively to all inquiries from current and prospective clients concerning MD products and services Respond to last minute requests from Financial Consultants during client meetings Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner Provide support and participate in the research and resolution of client issues Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings Prepare and process new account documentation as required Update the database for all client contact, ensuring that all client information & notes are recorded correctly Maintain monthly compliance related tasks as required Liaise with accountants and third parties as required Prepare business correspondence to clients and third parties Participate in projects as required Provide reception coverage and general office duties Education, Professional Experience, Certifications and Skills required: 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 Working knowledge of CRM2 Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets A dedication to client service Strong organizational skills Strong attention to detail and follow-through skills Excellent verbal and written communication skills Initiative and are resourceful An ability to work independently or effectively within a team An ability to manage multiple priorities in a fast- paced environment An ability to effectively manage change A focus on achieving results 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. #SWM Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. 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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

What you’ll do

Provide administrative and operational support to Financial Consultants and Portfolio Managers, including processing documentation and transactions, coordinating client meetings, and preparing client files and account documents. Respond to client inquiries, resolve issues, maintain accurate client records, complete compliance tasks, liaise with third parties, and support reception and general office operations.

Requirements

Requires a community college diploma in Business Administration or equivalent and two years of administrative or clerical experience, preferably in financial services. Candidates should be proficient with Microsoft Office applications, have working knowledge of CRM2, demonstrate strong client service, organization, communication, attention to detail, and adaptability, and have sufficient English knowledge in addition to French; CSC and CPH are assets.

Listed skills

• Customer service · Preferred
• business correspondence · Preferred
• Administrative Support · Preferred
• Compliance · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Operational Support
• Client Service
• Document Processing
• Transaction Processing
• Meeting Coordination
• Inquiry Resolution
• Complaint Handling
• File Preparation
• Account Documentation
• Database Management
• Compliance
• Business Correspondence
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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