Support Financial Consultants and Portfolio Managers through precise 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 Consultants
- Book client meetings with Financial Consultants and Portfolio Managers
- Respond to client inquiries about MD products and services
- Prepare files and new account documentation for meetings
- Maintain follow-ups, client records, and monthly compliance tasks
Requirements:
- Community college diploma in Business Administration or equivalent
- Two years' administrative or clerical experience, preferably financial services
- Microsoft Windows, Excel, Word, PowerPoint, and Outlook proficiency
- Working knowledge of CRM2
- French and sufficient English for regular collaboration
Apply administrative organization, client service, and communication skills while supporting MD Financial Management's financial professionals and clients.
Regional Financial Services Administrator in Montréal employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
