Agent administratif réception (f/h) h/f

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner

Prepare and process new account documentation as required

Update the database for all client contact, ensuring that all client information & notes are recorded correctly

Participate in projects as required

Provide reception coverage and general office duties

Community college diploma in Business Administration or equivalent

2 years' experience in an administrative or clerical position, preferably within the financial services industry

Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

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.

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. Candidates must apply directly online to be considered for this role.