Regional Administrative Specialist

Requisition ID: 260875

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Responsibilities

• 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.

Qualifications

• 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.

Location(s): Canada: Ontario: Whitby / Canada: New Brunswick: Moncton / Canada: Nova Scotia: Halifax / Canada: Ontario: Richmond Hill

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