Is this role right for you?
In this role, you will:Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers
Work with Advisors, as well as a larger regional team of Administrators
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services
Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards
Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required
Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested
Perform general office duties, including reception coverage, when required
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
College diploma in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts,
RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
A dedication to client service
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent verbal and written communication skills
Administrative Associate - Halifax • Halifax, NS, CA
Lead a team in the SAP assessment of the design, governance, and alignment of data and system capabilities across programs and business areas - specifically for the migration of.Lead Architect in t... Show more
LeanScaper is evolving the green industry through efficiency, growth, and innovation.Our mission is to empower 100,000+ landscaping professionals with lean systems, smart technology, and a shared c... Show more
Senior Statistical Programmer | Leading CRO | Remote – Canada |.Join a fast-growing, independent CRO recognised for high-quality deliverables, outstanding client service, and a flexible, entreprene... Show more
Major Responsibilities of the Role:.As a Mabe Customer Service Specialist, you will receive inbound calls from our customers within Canada.You will be responsible for the effective and efficient ha... Show more
Euro Style is built on bold ideas, global influences, and collaborative creativity.You will be celebrated for your design thinking, teamwork, and impact, with initiatives like 'Euro Style Wins' and... Show more
Bilingual Digital Support Coordinator.Location: Anywhere in Canada, Remote/Hybrid.The total target compensation (TTC) range, including salary and target bonus, is $55,968 - $84,800.This TTC range i... Show more
The Spencer Thomas Group (STG) is currently looking to add to our team of consultants under our Global Payroll/HCM Practice.Our client is rapidly growing and needs support for implementation specia... Show more
It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability, race, ethnic o... Show more
Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more
The Publishing Officer will support regulatory submission publishing activities for global markets as part of the Publishing project.The role focuses on the preparation, compilation, and publishing... Show more
Exciting Opportunity in Canada - Remote.Lead the design and implementation/delivery of AI solutions, AI Training, Adoption, or Assessments, ensuring alignment with customer objectives, adhering to ... Show more
SAP SF Implementation LMS consultant.Conduct design workshops, manage client counterparts, work with overall HR stream lead.Develop and own Learning workbooks and guide client counterparts on use.M... Show more
Insight Global is seeking experienced Individual Life Underwriters to join a rapidly growing insurance client in.This role is ideal for underwriters with 4–15 years of traditional life and critical... Show more
Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.Collaborate with Advisors and a regional team of Administrators to support day... Show more
BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Show more
At Cliff Ridge Specialty Partners (\"Cliff Ridge\"), we believe in delivering patient-centered clinical excellence.To execute on our mission, our team partners with industry-leading orthodontists a... Show more
Our company is seeking an Publisher Onboarding Specialist to support the successful and efficient onboarding of new publisher partners.This role plays a critical part in ensuring publishers are set... Show more
Remote or Hybrid- Minimum 3 days a week in Office (London, Ontario).Starting our journey as HRdownloads in 2008, we are proud to be part of the Citation Group, whose mission is to provide mission-c... Show more
Field Team servicing doors across North America.Beauty Barrage works with some of the hottest brands in beauty today and provides in-store support in retailers like Sephora, ULTA, Bluemercury, and ... Show more
Explore the Retail Store Associate role with Value Village in Halifax, NS, where your efforts positively impact shoppers, donors, and our local community.Bring your enthusiasm for sustainability to... Show more
