Overview
Regional Administrative Specialist, MD Financial Management Or Trois-rivières Jobs in Quebec City, Quebec, Canada at Scotiabank
Requisition
: #
Join a purpose-driven, winning team committed to results within an inclusive and high-performing culture.
Role Overview
As a Regional Administrative Specialist, you will provide administrative and operational support to Financial Consultants and Portfolio Managers.
Key Responsibilities
Process documentation requests and input transaction requests as directed by Financial Consultants.
Partner with Financial Consultants and Portfolio Managers in booking client meetings.
Respond to inquiries from current and prospective clients regarding MD products and services.
Handle last-minute requests from Financial Consultants during client meetings.
Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring timely service standards.
Support research and resolution of client issues.
Prepare files for client meetings in advance.
Process new account documentation as required.
Update client contact database accurately.
Maintain monthly compliance tasks.
Liaise with accountants and third parties as needed.
Prepare business correspondence.
Participate in projects and provide reception coverage and general office duties.
Minimum Qualifications
Community college diploma in Business Administration or equivalent.
At least 2 years of administrative or clerical experience, preferably in financial services.
Proficiency in Microsoft Office applications.
Working knowledge of CRM
2.
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are assets.
Desired Skills and Attributes
Dedication to client service.
Strong organizational and attention to detail skills.
Excellent communication skills.
Resourcefulness and initiative.
Ability to work independently and in a team.
Ability to manage multiple priorities in a fast-paced environment.
Adaptability to change.
Results-oriented focus.
Location
Canada:
Quebec – Trois-Rivières, Quebec City
About Scotiabank
Scotiabank is a leading bank in the Americas, guided by our purpose: “for every future.” We help our customers, families, and communities succeed through a broad range of financial services. We value the unique skills each individual brings and are committed to an inclusive environment. Accommodations are available upon request during the recruitment process.
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Title: Regional Administrative Specialist, MD Financial Management Or Trois-rivières
Company: Scotiabank
Location: Quebec City, Quebec, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Business Administration)
