Regional Administrative Specialist, MD Financial Management Full-time Job

Contribute to the overall success of the regional Client Administrative Services team by ensuring that individual objectives, initiatives and plans are executed and achieved in line with business strategies and team objectives. Ensure that all activities are carried out in compliance with governance regulations, internal policies and procedures.

  

Your contribution

 

• Under the supervision of the Regional Administration Director, provide administrative and operational support, in person and virtually, to help Financial Advisors and Portfolio Managers deliver excellent service to all MD clients.
• Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
• Prepare and process client documents. Enter transactions requested by advisors and portfolio managers. 
• Collaborate with a team of advisors, as well as the rest of the regional administrative team. 
• Maintain customer contact database and ensure all notes and information are recorded correctly. 
• Assist in scheduling appointments and preparing documents for client meetings. Respond to urgent requests from advisors during client meetings, prepare messages to clients and ensure that all inquiries from current and potential clients regarding MD products and services are answered quickly and efficiently. 
• Manage a tracking system for requests and issues to ensure everything is resolved promptly according to MD service standards. 
• Provide support and participate in researching and resolving customer issues. Contribute to special projects, when required. 
• Ensure the efficient execution of monthly compliance tasks, such as compliance logs and follow-up of non-compliant documents. 
• Liaise with accountants and third parties to provide tax slips and statements when required. 
• Perform general administrative tasks and provide relief at reception when necessary. 
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
• Promoting a productive and inclusive work environment

 

 

 

MD's expectations

 

• You are committed to delivering an exceptional customer experience. You use your ability to quickly understand the customer's perspective to provide relevant and accurate responses to a wide variety of requests. 
• You handle requests promptly because what's important to your customers is important to you. You get the job done quickly and well. 
• You are able to work independently, but also collaborate within a team. 
• You are open-minded and thrive in a diverse environment where priorities are constantly changing and sometimes conflict.  
• You are familiar with the principles of organizational effectiveness. You pay close attention to details and follow up as necessary by adopting a results-oriented vision . 

 

 

Training and experience

 

• College diploma in business administration, commerce or equivalent.
• Knowledge of the financial services industry and the rules governing estates, trusts, RESPs, RDSPs, TFSAs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable related tax issues. 
• Proficiency in Microsoft Office software. 
• Functional knowledge of MRCC 2. 

 

  

Why MD?

 

• We strongly encourage work-life balance and give you the flexibility and tools to achieve it.
• We believe that a diverse and inclusive work environment promotes employee happiness and productivity.
• We know how important benefits programs are in supporting the mental and physical health of employees and their families.
• We know that financial security is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
• We know it’s important to take a break, so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
• Through our partnership with Scotiabank, we can offer you great banking solutions to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
• We love discounts. Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.

 

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.