Regional Administrative Specialist
Location
Montreal, QC
Job Type
Full-time
Category
other-general
Posted
June 29, 2026
Regional Administrative Specialist
Requisition ID: 250469
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.
**Is this role right for you? In this role you will:**
+ Process documentation requests and input transaction requests as directed by Financial Consultants
+ Partner with Financial Consultants and Portfolio Managers in booking client meetings
+ Respond effectively to all inquiries from current and prospective clients concerning MD products and services
+ Respond to last minute requests from Financial Consultants during client meetings
+ Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
+ Provide su...
Requisition ID: 250469
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.
**Is this role right for you? In this role you will:**
+ Process documentation requests and input transaction requests as directed by Financial Consultants
+ Partner with Financial Consultants and Portfolio Managers in booking client meetings
+ Respond effectively to all inquiries from current and prospective clients concerning MD products and services
+ Respond to last minute requests from Financial Consultants during client meetings
+ Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
+ Provide su...