MD Financial Management Inc. Barrie, ON, Canada
17 Dec, 2017Permanent - Full time
Why Join Us? At MD Financial Management, we have one mandate: to 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 also key factors that contribute to our overall success. Who is MD? We are proudly owned by the Canadian Medical Association (CMA) We have more than 45 years of physician-focused experience We have a network of offices situated from coast to coast We have more than $41 billion in assets under administration Our MD Financial Management Advisors and teams of experts provide comprehensive financial plans, advice and solutions specific to our clients needs at every stage of their career, from medical school to practice and through retirement. MD Financial Managements Advisors work on salary, not commission - without incentives to sell any particular product, our Advisors provide objective advice that is in our clients best interests. If you're a results-driven, enthusiastic and technology-savvy team player, you'll thrive in our dynamic, flexible and collaborative environment. We have an immediate opening for a Regional Administrative Assistant to join our Barrie, ON based team for a 1 year Term. The Regional Administrative Assistant is responsible for providing administrative and operational support to the Regional Office in an effort to achieve superior quality standards for our clients. What you will do: Process daily activity documentation Prepare and process new account application forms including supportive documentation Complete file preparation Perform regular relief duties as needed - reception coverage, greeting clients, booking appointments Liaise with accountants and third parties, as required Prepare business correspondence to clients and third parties Ensure client filing is up to date Monitor inventory of office supplies and marketing material Ensure office equipment and systems are maintained. Generate regional reports Support with the execution on a variety of regional initiatives including seminars, Client Forums and Professional Development days and coordinate logistics as required Maintain monthly compliance related tasks as required Maintain a follow-up system for initiated inquiries Update client databases, to ensure maintenance of accurate client information Participate in projects, as required What you need: Community college diploma in Business Administration or equivalent Two plus years' of experience in an administrative or clerical position, preferably with a financial services company Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook Understanding of RRSPs, RRIFs, RESPs, mutual funds, CRM2 and other investment products an asset What you bring: Client focused Strong organizational skills Strong attention to detail and follow-through skills Excellent communication skills Initiative and resourcefulness Ability to work effectively within a team Ability to manage multiple priorities in a fast paced environment Ability to effectively manage change What Success Looks Like: You are passionate about the MD value proposition and actively look to acquire new clients. You are constantly learning and honing your skills. You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client. You feel rewarded and recognized in a way that inspires you to do your best work. An offer of employment is conditional on MD receiving satisfactory employment checks including criminal, credit, civil, regulatory (as applicable) and reference checks. For those roles with licensing requirements, a copy of your transcript must be submitted with your application. MD Financial Management will accommodate people with disabilities during the recruitment and hiring processes.