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Administrative Assistant Full-time Job

CIBC

Administrative Jobs   Collingwood
Job Details

What you'll be doing

 

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

 

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

 

How you'll succeed

  • Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

  • Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

  • Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

  • Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

 

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

  • You understand that success is in the details. Your critical thinking skills help to inform your decision making.

  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

 

What CIBC Offers

 

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

 

*Subject to plan and program terms and conditions

 

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

 

 

 

 

 

Job Location

Collingwood

 

 

Weekly Hours

37.5

 

Skills

Accountability, Activity Coordination, Communication, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative

Administrative Assistant

CIBC
Collingwood - 40.32km
  Administrative Jobs Full-time
What you'll be doing   CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be respo...
Learn More
Mar 27th, 2024 at 09:58

Senior Relationship Manager, Commercial Full-time Job

Royal Bank Of Canada

Management   Barrie
Job Details

What is the opportunity?

In this role, you are the steward and primary relationship contact of a portfolio of RBC clients, bringing the best of RBC to businesses, their employees and their owners, demonstrating a One RBC mindset. This role will acquire and grow client relationships through professional, tailored and proactive advice and solutions, meeting with client in person or virtually, based on client preference. This role will regularly introduce partners and specialists to offer solutions that meet clients’ financial needs. This role works in collaboration with Dealer Service Manager/Financing Specialist partners, achieve and sustain portfolio quality through disciplined execution of client and portfolio management routines.

 

 

What will you do?

  • Lead with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and deliver an exceptional client experience

  • Demonstrate client stewardship and care in every decision and activity

  • Proactively contact all clients annually and through effective discovery,  understand their needs, changing circumstance and ongoing satisfaction with all of RBC

  • In conjunction with your Client Relationship Team (CRT) members, you create exceptional client experiences by delivering value-added advice aligned to your expertise and the client's needs.

  • Make the most of every client interaction including meeting immediate needs, providing advice, referring to partners, acting as a digital advocate to digitally enable clients and supporting their journey towards low-carbon transition as climate-related demands increase.

  • Work as a team and leverage partners for timely and seamless client contact

  • Acquire new clients and ensure alignment to the Home of Best Fit. Build and maintain a centre of influence network aligned with your industry specialization and target market

  • Deliver business results and grow market share, by growing and retaining existing business client relationships through insightful annual strategy meetings and ensuring a One RBC approach

 

 

What do you need to succeed?

Must have:

  • 5+ years relevant account management, business development or sales experience

  • 5+ years commercial credit underwriting and proven sales experience

  • Experience identifying and acting on business opportunities

  • Strong MS Office software skills including MS word, Excel and PowerPoint

  • Strong interpersonal/ communication skills

Nice to have:

  • Knowledge and understanding of the Automotive and/or Recreational Vehicle Industry

 

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

 

 

Job Skills

Adaptability, Business Development, Client Centricity, Collaboration, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management

Senior Relationship Manager, Commercial

Royal Bank Of Canada
Barrie - 42.32km
  Management Full-time
What is the opportunity? In this role, you are the steward and primary relationship contact of a portfolio of RBC clients, bringing the best of RBC to businesses, their employees a...
Learn More
Feb 5th, 2024 at 14:55

Bookkeeping clerk Full-time Job

Accutrac Business Services

Sales & Retail   Orillia
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need College/CEGEP or equivalent experience

Experience: Candidates should have experience of 1 year to less than 2 years

Work setting: Head office

Responsibilities

Tasks

  • Calculate and prepare cheques for payroll
  • Calculate fixed assets and depreciation
  • Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
  • Maintain general ledgers and financial statements
  • Post journal entries
  • Prepare other statistical, financial and accounting reports
  • Prepare trial balance of books
  • Reconcile accounts

Experience and specialization

Computer and technology knowledge

  • MS Excel
  • MS Outlook
  • MS Word
  • Quick Books

Equipment and machinery experience

  • Scanner

Area of specialization

  • Accounting

Additional information

Security and safety

  • Criminal record check

Work conditions and physical capabilities

  • Attention to detail
  • Repetitive tasks
  • Tight deadlines
  • Work under pressure

Personal suitability

  • Accurate
  • Client focus
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Reliability
  • Team player
  • Adaptability
  • Time management

Benefits

Financial benefits

  • Bonus

 

How to apply:

 

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email

[email protected]

How-to-apply instructions

Here is what you must include in your application:

  • Cover letter

Bookkeeping clerk

Accutrac Business Services
Orillia - 39.56km
  Sales & Retail Full-time
  20  -  30
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need College/CEGEP or equivalent experience Experience: Candidates should have...
Learn More
Jan 25th, 2024 at 14:55

Postal Clerk - Retail Counter Clerk Part-time Job

Canadapost

Sales & Retail   Orillia
Job Details

Job Description

We are currently seeking an enthusiastic Retail Counter Clerk who will work in a retail outlet and provide excellent service to all our customers.

Job Responsibilities

  • Perform a variety of sales/customer service activities to ensure complete customer satisfaction
  • Operate a computerized point of sale system
  • Maintain a high level of postal products, services and delivery knowledge
  • Process financial transactions (cash, cheques, debit & credit card payments)

Job Responsibilities (continued)

  • Receive, sort and sequence mail items
  • Be able to exercise physical effort in the handling of mail items weighing up to 22.7 kilograms (50 pounds)
  • Maintain floor displays
  • Conduct Merchandizing and Inventory Control

Qualifications

  • Experience in customer service in a retail environment
  • Sales experience is an asset

 

Other Information

You will be required to pass pre-employment tests, a security screening, and an interview.

Postal Clerk - Retail Counter Clerk

Canadapost
Orillia - 39.56km
  Sales & Retail Part-time
  22.68
Job Description We are currently seeking an enthusiastic Retail Counter Clerk who will work in a retail outlet and provide excellent service to all our customers. Job Responsibilit...
Learn More
Jan 19th, 2024 at 07:20

Light duty cleaner Full-time Job

Husky Vaughan Cluster

General Category   Midland
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates should have experience of 7 months to less than 1 year
Security and safety: Criminal record check

Physical Requirements:

  • The candidates should thrive in a fast-paced environment and be able to work under pressure, meeting tight deadlines
  • The candidates should be proficient in handling repetitive tasks, capable of handling heavy loads in a physically demanding role, and have attention to detail
  • The candidates should be comfortable with a combination of sitting, standing, and walking, able to stand for extended periods, as well as bend, crouch, and kneel when necessary
  • The candidates should be willing to work overtime when required and be able to lift up to 23 kg (50 lbs) when necessary

Other Requirements:

    • The candidates should be client-focused and dependable
 
  • The candidates should possess efficient interpersonal skills, be flexible, and demonstrate initiative
  • The candidates should be reliable, team players, and exhibit good judgment
  • The candidates should be organized and prioritize punctuality

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be proficient in sweeping, mopping, washing, and polishing floors, and skilled in vacuuming carpeting, area rugs, draperies, and upholstered furniture
  • The candidates should be knowledgeable in providing basic information on facilities, adept at picking up debris and emptying trash containers, and able to wash windows, walls, and ceilings thoroughly
  • The candidates should address customers’ complaints or concerns professionally and perform light housekeeping and cleaning duties effectively

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

 

Light duty cleaner

Husky Vaughan Cluster
Midland
  General Category Full-time
  18
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualification such as degree, certificate or d...
Learn More
Jan 17th, 2024 at 07:23

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