Bilingual Administrative Assistant Full-time Job

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. 

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
  Initiative and are resourceful
  An ability to work independently or effectively within a team
  An ability to manage multiple priorities in a fast- paced environment
  An ability to effectively manage change
  A focus on achieving results  

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in  addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve an English-speaking clientele.

Location(s):  Canada : Quebec : Montreal || Canada : British Columbia : Vancouver || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa || Canada : Ontario : Toronto