Home / Listings / Regional Administrative Specialist
M

Regional Administrative Specialist

MD Financial Management

Montreal, Quebec, Canada Full-time July 07, 2026
Apply Now

Found Description

Is this role right for you?

In this role you will:
  • Process documentation requests and input transaction requests as directed by Financial Consultants

  • Partner with Financial Consultants and Portfolio Managers in booking client meetings

  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services

  • Respond to last minute requests from Financial Consultants during client meetings

  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner

  • Provide support and participate in the research and resolution of client issues

  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings

  • Prepare and process new account documentation as required 

  • Update the database for all client contact, ensuring that all c...

    • Ready to Apply?

    Submit your application for Regional Administrative Specialist at MD Financial Management

    Apply Now

    Found Details

    LocationMontreal, Quebec
    CountryCanada
    TypeFull-time
    CategorySecretaries and Administrative Assistants
    PostedJuly 07, 2026

    About MD Financial Management

    M

    MD Financial Management

    Montreal, Canada

    Share