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.

Banking & Finance

Canada

Ottawa

Sick Pay

Large

Respect


Integrity


Passion


Accountability


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Finance

Scotiabank

<ul><li>Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.</li><li>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.</li><li>Reporting directly to the Manager, Estate &amp; Trust Administration, the Reporting Administrator will perform various administrative duties to facilitate the receipt, scanning &amp; 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.&nbsp;</li><li>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.&nbsp;&nbsp;</li></ul>

Currently Studying

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.  

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

Requirements

Responsibilities

Scotiabank

Mission & Purpose

Culture & Values

Respect

Integrity

Passion

Accountability