Regional Administrative Specialist Hill

Position: Regional Administrative Specialist Hill)
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Job Responsibilities

Accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio Managers.

Work with Advisors and a larger regional team of Administrators.

Maintain the accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.

Book and prepare files for client meetings; respond to time‑sensitive requests during meetings; prepare correspondence; ensure quick responses to inquiries 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 research and resolution of a variety of client concerns as well as contributing to special projects.

Complete monthly compliance‑related tasks such as compliance reporting logs and following up on non‑compliant paperwork.

Liaise with Accountants and third parties to provide tax documents or statements as requested.

Perform general office duties, including reception coverage, when required.

Qualifications

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 CRM
2.

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) considered assets.

Dedication to client service.

Strong organizational skills.

Strong attention to detail and follow‑through skills.

Excellent verbal and written communication skills.

Location(s):
Canada:
Ontario:
Richmond Hill

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