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Internship

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

Logo of Scotiabank

Scotiabank

19d ago

🚀 Off-cycle Internship

Ottawa

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

Description

  • 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.  

Requirements

  • 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

Responsibilities

  • 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

Details

Work type

Full time

Work mode

office

Application deadline

May 24, 2024

Location

Ottawa