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MD Financial Management
Regional Administrative SpecialistMD Financial Management • Edmonton, ON, CA
Regional Administrative Specialist

Regional Administrative Specialist

MD Financial Management • Edmonton, ON, CA
2 days ago
Job type
  • Full-time
Job description

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
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Regional Administrative Specialist • Edmonton, ON, CA

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