Found Description
Support client accounts at Scotiabank as an Account Administration Officer in Ottawa, Ontario. This administrative role focuses on account management and ensuring top-tier client service.
As a key member working with MD Private Investment Counsel and MD Management Ltd, you will administer client accounts and handle transfer-related inquiries. This position requires fluency in both French and English, and a financial background is preferred for optimal task execution.
Key Responsibilities:
• Process account openings and funding efficiently
• Handle client inquiries regarding transfers
• Follow up on initiated transfer requests
• Maintain accurate administrative records
• Collaborate with team members effectively
Requirements:
• University degree or relevant college diploma
• 2+ years of experience in administrative roles
• Bilingual fluency in French and English
• Understanding of CRM2 is an adv...
As a key member working with MD Private Investment Counsel and MD Management Ltd, you will administer client accounts and handle transfer-related inquiries. This position requires fluency in both French and English, and a financial background is preferred for optimal task execution.
Key Responsibilities:
• Process account openings and funding efficiently
• Handle client inquiries regarding transfers
• Follow up on initiated transfer requests
• Maintain accurate administrative records
• Collaborate with team members effectively
Requirements:
• University degree or relevant college diploma
• 2+ years of experience in administrative roles
• Bilingual fluency in French and English
• Understanding of CRM2 is an adv...
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