Account Administration Officer - Ottawa

Job Summary

As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

Responsibilities

• Be responsible for the administration of client accounts including account openings, account maintenance and account funding.
• Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers.

Qualifications

• University degree or College diploma, preferably with a financial background.
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry.
• Working knowledge of CRM2.
• Completion of the Canadian Securities Course is an asset.
• Bilingual - fluent in French/English is an asset.
• A dedication to client service.
• Strong organizational skills.
• Strong attention...