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Regional Investment Administrator (2015-3786) - London

  • A hirdetés 1090 napja lejárt
MD Financial Management is seeking to hire a Regional Investment Administrator for our Ottawa based team.

About MD - MD Financial Management is a wealth management firm with more than $38 billion in assets under administration, and we have an unrivaled understanding of physicians' unique financial needs. Owned by the Canadian Medical Association (CMA), MD helps clients build wealth and capitalize on opportunities that help to ensure they meet their personal and professional goals.

MD Financial Management provides financial products and services, the MD Family of Funds and investment counseling services through the MD Group of Companies. For a detailed list of these companies, visit . .

Why Your Career Will Flourish at MD - Success breeds success! MD is intently focused on attracting, building and retaining top talent. A career is about an individual succeeding in a strong team and MD takes great pride in the rich career-focused environment it has created. Rated as a National Capital Top Employer for 4 years and a recipient of Achievers 50 Most Engaged Workplaces, MD continues to set the pace at offering innovative and enriching employee-centric programs. Joining a great team of a successful company with an environment and experiences difficult to replicate, is why we believe your career will flourish at MD.

Career Level: B1
The Regional Investment Administrator is responsible for providing administrative and operational support to the Portfolio Manager in the MD Private Investment Counsel (MDPIC) office. This position contributes to maintaining high standards of client service, quality control and operational efficiency.
Duties and Responsibilities:
• Assist the Portfolio Manager in providing excellent client service and in exceeding client expectations
• Act as liaison between the Portfolio Manager, Head Office and clients with respect to general client inquiries, problem resolution and specific client circumstances
• Schedule meetings with new clients and follow up client appointments
• Prepare documentation and reports for client meeting
• Prepare client transaction requests including; deposits, withdrawals, transfers and other account related needs
• Prepare and process new account application forms including supportive documents (e.g. transfer requests, pre-authorized deposit and withdrawal forms, corporate resolutions)
• Liaise with accountants as needed to provide additional information on client's corporate accounts
• Prepare business correspondence to clients and third parties
• Confirm road trip schedule with the regional offices
• Prepare various reports for Portfolio Managers and management
• Prepare correspondence to clients including confirmation of transactions, account valuation reports, corporate fiscal tax packages, inquiries regarding outstanding information/items, new account welcome packages
• Ensure all documents are processed accurately and are updated in compliance with the MD Private Investment Counsel's Policy and Procedures manual
• Implement and maintain a follow-up system for transfer of assets, client inquiries, complaints, and problem resolution, ensuring MD Private Investment Counsel service standards are met
• Maintain client record and contact activities in the database
• Participate in the implementation of marketing initiatives for the business unit; arrange seminars including preparation of material and presentations
• Maintain high standards of administrative efficiency and internal control by overseeing daily procedures and implement changes as necessary
• Assist with Reception as needed
• Assist with monitoring the inventory of office supplies and marketing material
• Assist with ensuring office equipment and systems are maintained
• Work with other lines of business lines to arrange mutual client contact strategies
• Special short-term and ongoing projects, as required
Qualifications and Licensing Requirements:
• Community college diploma or equivalent
• Strong administrative skills
• Knowledge of the securities and financial services industry
• Strong computer skills; MS Word, Excel, PowerPoint and Outlook, knowledge of StatPro an asset
• No licensing requirements however experience in a financial services environment is preferred
Personal Characteristics and Experience:
• Results-oriented
• Demonstrated pro-activity and initiative
• Strong attention to detail and follow-through skills
• Ability to manage multiple priorities in a fast paced environment
• Excellent verbal and written communication skills
• Ability to work independently
• Strong team player
• Dedicated to service excellence
• Ability to effectively manage change
An offer of employment is conditional on MD receiving satisfactory employment checks including criminal, credit, civil, regulatory (as applicable) and reference checks.

For those roles with licensing requirements, a copy of your transcript must be submitted with your application.Link megjelenítése" width="0" height="0" />
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