Account Administration Officer- Bilingual Ottawa ON

We are looking for an Account Administration Officer to provide administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

Responsibilities

• Administer client accounts, including account openings, maintenance, and funding.
• Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers.

Qualifications

• University degree or college diploma, preferably with a financial background.
• Minimum 2 years of experience in an administrative or clerical role, preferably within the financial services industry.
• Working knowledge of CRM2.
• Completion of the Canadian Securities Course is an asset.
• Fluency in both French and English (bilingual).
• Strong client‑service orientation.
• Excellent organizational, attention‑to‑detail, and follow‑through skill...