Regional Administrative Specialist Job Montréal area,Montreal Province de Québec Canada,Finance & Banking

Position: Regional Administrative Specialist (18 month contract)
Location: Montreal

Is this role right for you?

In this role you will:

Process documentation requests and input transaction requests as directed by Financial Consultants

Partner with Financial Consultants and Portfolio Managers in booking client meetings

Respond effectively to all inquiries from current and prospective clients concerning MD products and services

Respond to last minute requests from Financial Consultants during client meetings

Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner

Provide support and participate in the research and resolution of client issues

Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings

Prepare and process new account documentation as required

Update the database for all client contact, ensuring that all client information & notes are recorded correctly

Maintain monthly compliance related tasks as required

Liaise with accountants and third parties as required

Prepare business correspondence to clients and third parties

Participate in projects as required

Provide reception coverage and general office duties

Education, Professional Experience, Certifications and

Skills required:

Community college diploma in Business Administration or equivalent

2 years’ experience in an administrative or clerical position, preferably within the financial services industry

Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook

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

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.


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