Toronto, On Personal accountant & administrator Jobs – 10 Openings This Week

Regional Administrative Specialist
Scotiabank —Toronto, ON
- Microsoft Office
- Organizational skills
- Financial services
13h
Supervisor, Fund Accounting - Private Assets (Traditional PA)
Citco —Toronto, ON
- $85,000–$103,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Supervisor, Fund Accounting - Private Assets
Citco —Toronto, ON
- $85,000–$103,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Manager, Fund Accounting - Private Assets
Citco —Toronto, ON
- $111,000–$133,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Senior Fund Accountant, Private Assets (Capital Events)
Citco —Toronto, ON
- $68,000–$86,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Accounts Payable / Project Administrator
ROMAG Contracting Ltd. —Mississauga, ON
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Waterfall Analyst, Waterfall Ancillary Services
Citco —Toronto, ON
- $68,000–$86,000 a year
- Full-time
- Microsoft Excel
- Finance
- Project management
Senior Fund Accountant, Private Assets
Citco —Toronto, ON
- $68,000–$86,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Senior Fund Accountant, Fund Accounting – Private Assets (Traditional PA)
Citco —Toronto, ON
- $68,000–$86,000 a year
- Full-time
- Microsoft Excel
- Finance
- Supervising experience
Senior Analyst, Fund Reporting
Aviso Wealth —Toronto, ON
- $83,000–$100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Dental care
Quick apply

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Supervisor, Fund Accounting - Private Assets (Traditional PA)
Citco —Toronto, ON
You have a University degree in Accounting, Finance, Economics or professional accounting designation (CFA, CGA, CMA, CA, CPA).
$85,000–$103,000 a year

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Supervisor, Fund Accounting - Private Assets (Traditional PA)
Citco —Toronto, ON
You have a University degree in Accounting, Finance, Economics or professional accounting designation (CFA, CGA, CMA, CA, CPA).
$85,000–$103,000 a year
Supervisor, Fund Accounting - Private Assets
Citco —Toronto, ON
You have a University degree in Accounting, Finance, Economics or professional accounting designation (CFA, CGA, CMA, CA, CPA).
$85,000–$103,000 a year

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Regional Administrative Specialist

Scotiabank
Toronto, ON

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Job details

13 hours ago

Skills

Microsoft Office
Organizational skills
Financial services
CSC
College diploma
Business
Communication skills

Full job description

Requisition ID: 267921

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 assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.

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

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
Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required
Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested
Perform general office duties, including reception coverage, when required

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

College diploma in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts,
RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues
Proficiency with Microsoft Office Suite
Working knowledge of CRM2
Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets
A dedication to client service
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent verbal and written communication skills

#SWM

Location(s): Canada : Ontario : Toronto

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. 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.

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Refine Your Search

personal accountant & administrator jobs in toronto, on

Regional Administrative Specialist

Supervisor, Fund Accounting - Private Assets (Traditional PA)

Supervisor, Fund Accounting - Private Assets

Manager, Fund Accounting - Private Assets

Senior Fund Accountant, Private Assets (Capital Events)

Accounts Payable / Project Administrator

Waterfall Analyst, Waterfall Ancillary Services

Senior Fund Accountant, Private Assets

Senior Fund Accountant, Fund Accounting – Private Assets (Traditional PA)

Senior Analyst, Fund Reporting

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