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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHATS IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?
Must-have

• Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed
• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Bilingual (French/English), considered a strong asset

Is this job right for you? Check out our video and decide for yourself!

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

398 MUSKOKA RD N:GRAVENHURST

GRAVENHURST

Canada

32

Part time

Personal and Commercial Banking

Regular

Salaried

2024-06-11

2024-06-18

06/29/2024

Address:

730 Glen Forrest Boulevard

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,700.00 - $66,100.00

This position involves overseeing a time-sensitive delivery operation. This includes managing daily operations, dock workers, drivers, fleet and fleet maintenance, dispatch operations, reverse dock operations, and customer dock operations. Must also ensure that all operations comply with the requirements of the safety department and compliance with standards.

How you will help

• In collaboration with the dedicated Logistics management team, ensure that as the business grows, operational capabilities meet or exceed all customer and company cost requirements per unit, quality of service and responsiveness.  
• Develop a culture of safety, professionalism and service excellence in all areas of operations. Maintain policies and procedures to ensure compliance with federal and provincial transportation requirements and the on-site customer safety program.  
• Work closely with the Director of Operations on operational objectives, and contribute to future innovations. 
• Provide daily guidance to staff, to ensure alignment with operational and customer expectations. 
• Ensure that all incidents (such as personal injuries, road accidents, spills, etc.) are promptly reported, documented, root causes identified and corrective/preventive measures implemented. 
• Be responsible for the time/punctuality reporting function to ensure drivers are scheduled to complete company deliveries on time, including customer service reporting for customer relations . 
• Be responsible for managing driver relationships, including but not limited to driver schedules, equipment usage and driver contracts. 
• Ensure that a preventive maintenance program is in place and that it is effective. 
• Provide mentoring and guidance to subordinates and other employees. Set individual objectives, carry out performance evaluations, recommend salary measures and implement succession planning. Oversee and manage professional development to support the leadership development program. 
• Use superior communication skills to motivate staff and effectively train colleagues, managers and customers. 
• Develop, implement and monitor on a monthly basis an operational “dashboard” for visual understanding of performance and output in relation to the elements of the plan. 
• Ensure that all external stakeholder processes are followed and adhered to (Standard Operating Procedures (SOP), Simplified Systems of Operations (SOS) and Job Entry Subsystem (JES)) 
• Other related tasks that may be required 

 Your skills and experience: 

• Must have at least a high school diploma, with preference for post-secondary studies (general stream), or a combination of education and experience. 
• Previous experience in the field of transportation or operational management is preferred, various functions in the field of transportation would be beneficial  
• Previous experience in dispatching, supervising and managing transport docks 
• Communication skills - advanced 
• Computer skills – precision, MS products, AS400, web based programs, RF scanners. 
• Proven customer relations skills 
• Strong conflict resolution skills 
• Able to meet deadlines in a highly transactional environment, must have a keen eye for emergencies 
• Ability to advocate for business needs collaboratively with colleagues 
• Results oriented 
• Must be a hands-on operator, trainer, tutor/coach, and advisor/mentor 
• Must show initiative, be autonomous  
• Knowledge of equipment is an asset 
• Interest, knowledge and skills in safety training are an asset  
• AZ driver's license is required 
• Bilingual French and English is required, other languages are an asset 
• Able to work with little supervision 

To apply, please visit the Careers page of our website at dayross.com.

If you are selected for the position, you should submit to a reference and criminal background check before being hired. Only candidates selected for an interview will be contacted .

The Terminal Administrative Assistant provides support and performs a variety of administrative and operational analysis for the Terminal Manager, Director of Operations and Regional Admin. Mgr.  Also provides same for all other Managers as required.

How You’ll Help

• Prepares and submits expenses (utilizing Company Expense Policy) for Director of Operations, Regional Ops Mgr, Hub Manager, Regional Admin. Mgr.  This also includes manual expenses for “one time” users if required.
• Books travel for all above when required
• Gathering, maintaining and reporting all TPIP requirements i.e., tailgates, Step-BOS reports weekly for submission on Sharepoint site.
• All Business Card purchases for Day & Ross Operations cross-country
• Ordering supplies for and Monitoring of all terminal equipment i.e., photocopiers, printers, computers etc. 
• Ordering and maintaining office supplies.
• PO control for ordering  / receive office supplies and other orders as needed by Terminal (check & balance).
• Cheque scanning and reconciliation as well as possible bank visits to deposit cash and/or cheques when required.
• Set up of safety boot purchases and refunds if required.
• P-Card submissions for TOR terminal utilizing Company Policy. 
• Takes care of Amazon purchases for TOR, WSK, WIN, BLT, MTL when required.
• Prepare yearly license renewal for dispensing of propane
• Works with maintenance crews and monitoring company when maintenance is being completed for fire alarms, emergency lighting, sprinklers, hydrants and fire extinguishers 
• Works with Terminal’s Cleaning Company on any issues that arise in the buildings at TOR & BLT.
• Works with Vending Machine suppliers to maintain supplies.     
• Keeps a key log of all locks in the building / works with the locksmith on making sure necessary keys cut and broken locks repaired.
• Main contact for server issues from McCains IT group
• Maintaining and upkeep of the postage meter / replenishing when necessary
• Works with Loss/prevention team to have new employees activated or deactivated when necessary (card access).
• Update or request telephone extensions – work with IT to create
• IT ticket follow ups for the terminal when necessary.
• Book Board Room calendar when required.
• Backup to Hrly. & Agency Payroll with absences occur.
• File daily dock operations paperwork & security gate paperwork.
• May be involved with Health & Safety Team as Secretary, taking notes and updating files in the dock SDS folder
• Provides support to the Terminal for Managers & Supervisors when required.

Your Skills & Experience: 

• Minimum of secondary education, with preference of post-secondary education (general stream), or a combination of education and experience.
• Previous Transportation or operational experience is preferred, various roles within transportation would be beneficial 
• Communication skills - advanced
• Excellent Computer skills – accuracy, MS products, AS400, web based programs
• Demonstrated customer relationship skills
• Strong conflict resolution skills
• Able to work deadlines in high transactional environment
• Ability to champion business needs in a collaborative manner to colleagues
• Results focused
• English, other languages an asset

To apply, visit our Careers page at dayross.com.

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

Application Close: 28/06/2024

WHAT YOU NEED TO KNOW

• Language Requirement: English oral, reading, writing       
• Driver’s License Requirement:  This position requires the successful candidate to use their own transportation.  
• Immunization Policy: OPH has an immunization policy requiring all employees to report their COVID-19 and Influenza vaccination status annually
• Experience and formal training combined with demonstrated performance and ability may substitute for stipulated academic requirements. 
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted. 

#EmployeeReferralProgram

Adequate knowledge of French is required for positions in Quebec. 

Application Deadline: 06/18/2024 

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHATS IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates don’t need experience, training will be provided
Credentials: Certificates, licenses, memberships, courses, CPR Certificate, First Aid Certificate, Security Guard License, and Smart Serve

Physical Requirements:

• The candidates should be able to work in dusty environments, adapting to conditions and maintaining productivity
• The candidates should be able to be comfortable working in hot outdoor settings, ensuring efficiency and safety in various weather conditions
• The candidates should be prepared to work outdoors, demonstrating resilience and adaptability to different environments
• The candidates should be able to work in wet or damp conditions, ensuring tasks are completed effectively despite weather challenges
• The candidates should be able to work in all weather conditions, demonstrating versatility and readiness to tackle varying outdoor situations- The candidates should be able to maintain attention to detail while performing tasks in a fast-paced environment, ensuring accuracy and efficiency
• The candidates should be able to be comfortable with a combination of sitting, standing, and walking, adapting to different postures as required by the job
• The candidates should be able to stand for extended periods, demonstrating endurance and physical resilience in their work

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 able to enforce regulations effectively to maintain order, resolve conflicts, and monitor establishment activities
• The candidates should be able to experience in patrolling assigned areas to ensure security and safety
• The candidates should be able to be capable of picking up and delivering cash and valuables securely and efficiently

Benefits:

• The candidates will get health benefits dental plan, health care plan, vision care benefits, financial benefits as per collective agreement, life insurance, and other benefits

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, include this reference number in your application SEC2024PT, references attesting experience) through the below-mentioned details

By email
[email protected]

Be prepared for the screening questions. Include answering the following questions while applying:

• Do you currently reside in proximity to the advertised location?
• Do you have the above-indicated required certifications?

We are searching for a Full Time Administrative Coordinator to join our Transitional Care Centre team based in Bedford, Nova Scotia. 

The transitional care model supports patients/families who require additional time, services, and support to transition back to home/community, by providing an alternate space with intentional programming, building design, and resource allocation to increase the probability of returning to their previous living situation.
The Administrative Coordinator is integral in managing the clerical duties required to support the admission, inpatient stay, and discharge processes required to support patient’s transition home.
Meaningful Benefits 

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our patients.

Additional benefits include:
•    Comprehensive health and dental benefits plan (eligible immediately upon hire for part-time & full-time staff) including an Employee and Family Assistance Program 
•    RRSP Program (5% employer match) or pension plan 
•    Vacation accrual begins immediately and travel insurance
•    Access to virtual healthcare 24/7 for FREE through Consult Plus 
•    Free onsite parking
•    Access to thousands of perks vendors and discounts through our WorkPerks program, including excellent discounts for apparel, restaurants, technology, fitness, travel, and tickets to some of your favorite sports and entertainment events
•    Access to continuing education and training through Shannex’s Centre of Excellence
•    Opportunities to be part of sector innovation and continuous improvement initiatives 
•    Recognition and Rewards for service excellence and safety

About the Opportunity
•    Manages clerical aspects of the admission, discharge, and transfer processes.
•    Receives and routes telephone calls, greets and directs visitors as appropriate; provides routine information and responds to inquiries from clients, visitors, and staff; refers to appropriate person as necessary. 
•    Maintains and distributes all nursing forms. 
•    Prepares photocopies and facsimiles and operates a variety of office equipment; maintains and distributes office supplies. 
•    Establishes, maintains, processes, and updates files, records, and other documents, including master lists, client admissions/ transfers / discharges; maintains client discharge files. 
•    Monitors fire alarm panel, security alarm panel and front door and follows safety and security duties as per facility policy. 
•    May book medical appointments and arranges transportation.
•    Ensures client safety by following and applying all standard operational procedures, safe work practices and training provided.
•    Prepares requisitions for diagnostic and therapeutic services for patients and coordinates appointments with other departments.    
•    Accepts and schedules appointments, makes appropriate entries, completes required hospital forms, and notifies appropriate staff; 
•    Routes records/requisitions to departments as required to diagnostic and treatment procedures or consultation. 
•    Uploads all reports on chart. 

About You
•    High School Diploma or equivalent
•    A graduate of an approved 2 year Office Administration / Professional Secretarial diploma or university degree (i.e., Bachelor of Secretarial Science)
•    Medical Terminology 
•    Previous experience working in a health field is considered an asset 
•    Ability to type 80 words per minute;
•    Knowledge of general office procedures and equipment; 
•    Ability to operate personal computers including various software packages including Word, Excel, Power Point, MS Publisher and various database software applications;
•    Ability to maintain confidentiality of records and information; 
•    Asset: 5 years of related experience?and possess essential secretarial skills, a strong sense of responsibility and confidentiality