Regional Admin Assistant

 In
MD Financial Management
Published
November 20, 2017
Location
Job Type
Category
Experience
Associate
Province/State
Quebec

Description

If you’re a results-driven, enthusiastic and technology-savvy team player, you’ll thrive in our dynamic, flexible and collaborative environment.

We have an immediate opening for a Regional Administrative Assistant to join our Quebec based team. (1 year contract)

The Regional Administrative Assistant is responsible for providing administrative and operational support to the Regional Office in an effort to achieve superior quality standards for our clients.

What You Will Do

  • Process daily activity documentation
  • Prepare and process new account application forms including supportive documentation
  • Complete file preparation
  • Perform regular relief duties as needed – reception coverage, greeting clients, booking appointments
  • Liaise with accountants and third parties, as required
  • Prepare business correspondence to clients and third parties
  • Ensure client filing is up to date
  • Monitor inventory of office supplies and marketing material
  • Ensure office equipment and systems are maintained.
  • Generate regional reports
  • Support with the execution on a variety of regional initiatives including seminars, Client Forums and Professional Development days and coordinate logistics as required
  • Maintain monthly compliance related tasks as required
  • Maintain a follow-up system for initiated inquiries
  • Update client databases, to ensure maintenance of accurate client information
  • Participate in projects, as required

What You Need

  • Community college diploma in Business Administration or equivalent
  • Two plus years’ of experience in an administrative or clerical position, preferably with a financial services company
  • Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Understanding of RRSPs, RRIFs, RESPs, mutual funds, CRM2 and other investment products an asset

What You Bring

  • Client focused
  • Strong organizational skills
  • Strong attention to detail and follow-through skills
  • Excellent communication skills
  • Initiative and resourcefulness
  • Ability to work effectively within a team
  • Ability to manage multiple priorities in a fast paced environment
  • Ability to effectively manage change

What Success Looks Like

  • You are passionate about the MD value proposition and actively look to acquire new clients
  • You are constantly learning and honing your skills
  • You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client
  • You feel rewarded and recognized in a way that inspires you to do your best work

To Apply

Please send a resume and covering letter to careers@businesssherpagroup.com. We thank all applicants for their interest; however, only those to be interviewed will be contacted. For more information about MD, please visit our website.

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