Job opportunity
Regional Financial Services Administrator
Scotiabank
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.
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Apply on source site 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.
#J-18808-Ljbffr