Job Description
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 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 ...
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 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 ...