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MD Financial - Client Reporting Administrator - Internship/Co-op - Fall 2024

Logo of Scotiabank


19d ago

🚀 Off-cycle Internship


4d left

AI generated summary

  • You must be enrolled in a post-secondary program, skilled in MS Office, have client service experience, be organized, accurate, meet deadlines, and work well in a team.
  • You will assist in organizing and managing client documents, responding to inquiries, and handling daily mail distribution. Support various financial tasks as required.

Off-cycle Internship

Banking & FinanceOttawa


  • Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
  • At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.
  • Reporting directly to the Manager, Estate & Trust Administration, the Reporting Administrator will perform various administrative duties to facilitate the receipt, scanning & mailing of client correspondence and regulatory client reports such as confirmation slips, duplicate statements, duplicate tax slips, and prospectuses. Prepping, scanning and indexing of legal and non-legal documents, sorting and distribution of daily mail, responding to email inquiries related to these tasks. 
  • The incumbent will work in conjunction with other members of the Essential Services Team to deliver the highest standard of quality service and to support our internal and external staff.  


  • All interested applicants must be enrolled in a program with a post-secondary educational institution.
  • Computer skills including proficiency in MS Word, MS Excel and MS Outlook
  • Experience in a client service environment, preferably in the financial services industry
  • Excellent organizational skills and high degree of accuracy and quality
  • Demonstrated ability to meet deadlines
  • Ability to be flexible and to work in team environment

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance


  • Prep, scan and index new wills, Estate, Trust & POA’s
  • Respond to email inquiries from internal and front office staff
  • Distribute, sort, scan and file daily mail
  • Manage client correspondences
  • Respond to requests for cheques, tax, and confirmation slips.
  • Other duties as assigned


Work type

Full time

Work mode


Application deadline

May 24, 2024