Coordinate client operations for MD services in Toronto, using strong 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. Collaboration with regional Administrators and external parties is central to the work.
Key Responsibilities:
- Process client documents and directed transaction requests
- Prepare correspondence and respond to client inquiries
- Book meetings and provide timely meeting support
- Research client concerns and contribute to special projects
- Liaise with Accountants and third parties for documents
Requirements:
- College diploma in business, commerce, or equivalent
- Demonstrated financial services industry knowledge
- Knowledge of estates, trusts, registered, and non-registered investments
- 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.
Client Operations Specialist Toronto employer: MD Financial Management | Gestion financière MD
La Banque Scotia est un employeur de choix, offrant un environnement de travail inclusif et dynamique à Québec, où les conseillers financiers peuvent véritablement faire la différence dans la vie de leurs clients. Avec des opportunités de croissance professionnelle, une culture axée sur le client et un engagement envers l'excellence, vous serez soutenu dans votre développement tout en contribuant à la réussite financière des médecins et de leurs familles. Rejoignez une équipe qui valorise vos compétences uniques et favorise un milieu de travail collaboratif et respectueux.
Contact Details:
MD Financial Management | Gestion financière MD Recruitment Team
