Regional Administrative Specialist

Regional Administrative Specialist

Requisition ID: 265017

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. This role can be based at one of the following locations: Vancouver, North Vancouver, Surrey or New Westminster

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 managersWork 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 correctlyPlay 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 servicesMaintain 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 requiredEnsure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficientlyLiaise with Accountants and third parties to provide tax documents or statements as requestedPerform 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 equivalentDemonstrated knowledge of the financial services industry and rules regarding estates, trusts,RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issuesProficiency with Microsoft Office SuiteWorking knowledge of CRM2Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assetsA dedication to client serviceStrong organizational skillsStrong attention to detail and follow-through skillsExcellent verbal and written communication skills

SWMLocation(s): Canada : British Columbia : North Vancouver || Canada : British Columbia : Prince George || Canada : British Columbia : Vancouver

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