Administrative Specialist at MD Hill

Position: Administrative Specialist Role at MD Hill
Join MD as a Regional Administrative Specialist in Richmond Hill, providing vital support to Financial Advisors and Portfolio Managers. Focus on enhancing client relations through precision and responsiveness.

This pivotal role involves managing client documentation, data accuracy, and preparation for client meetings. You will work within a collaborative regional team to address inquiries and ensure timely responses to Advisors’ requests. Compliance tasks and maintaining quality service standards are also critical to this position.

Key Responsibilities:

• Prepare and handle client documentation efficiently

• Keep client databases accurate and up-to-date

• Organize and prepare materials for meetings

• Respond to requests from Advisors and clients

• Complete compliance tasks and follow-up procedures

Requirements:

• College diploma in business or equivalent

• Familiarity with financial regulations and products

• Proficient in Microsoft Office Suite

• Excellent organization and follow-through skills

• Effective written and verbal communication

Leverage your administrative talents to support MD’s commitment to exceptional client service in Richmond Hill.
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