Support Financial Advisors and Portfolio Managers in Toronto through accurate client documentation, transaction processing, and responsive administrative service. Maintain high standards for MD clients.
As a Regional Administrative Specialist with Scotiabank, you will provide administrative and operational support across a regional team. Your work includes client records, meeting preparation, inquiries, compliance tasks, and financial services documentation. The position serves current and prospective MD clients while coordinating with Advisors, Portfolio Managers, Accountants, and third parties.
Key Responsibilities:
- Prepare client documentation and input transaction requests
- Maintain accurate client contact databases and recorded notes
- Book client meetings and prepare related files
- Track inquiries and issues through resolution
- Complete compliance logs and follow up on paperwork
Requirements:
- College diploma in business, commerce, or equivalent
- Knowledge of financial services rules and tax-related issues
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2
- Strong organization, detail, follow-through, and communication skills
Bring client service, financial services knowledge, and precise administration to Scotiabank's Toronto regional support team.
Regional Financial Services Administrator in 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
