Administrative Specialist (Temporary)

Title: Administrative Specialist (Temporary)

Requisition ID:

Job Responsibilities

• Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio Managers.
• Work with Advisors, as well as a larger regional team of Administrators.
• Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
• Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.
• Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
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