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

Requisition ID: 198382

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial - Client Reporting Administrator - Internship/Co-Op

Fall 2024 (4 months: September - December)

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.

Is this role right for you? In this role, you will:

• 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

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

• 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

What’s in it for you?

• You’ll be part of a diverse, collaborative, innovative, and high-performing team.

• In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!

• Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more!

• Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

How do I apply?

Please complete all three steps below:

1. Complete your PLUM Profilehere (https://secure.plum.io/fr-ca/sign-in) and save as a screenshot.

2. Complete a short one-way video interviewhere (https://ca.rivs.com/01-84-36/) .

3. Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

*To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all three steps above.

Deadline to apply: 05/24/24

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.