Regional Administrative Specialist

Requisition ID: 262879

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.

**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 correctly
+ Play an important role in booking and preparing files for client meetings, responding to time-sensitive ...