99 Jobs Found
Ops Agent Admin Full-time Job
Federal Express Corporation Canada
Administrative Jobs GranbyJob Details
- Location: 207 Rue des Alouettes, St Alphonse de Granby, QC J0E 2A0, Canada
Supports station/call centre operations and management in all aspects of business and office procedures including liaison with internal and external customers, suppliers and employees. Co-ordinates all administrative aspects of the station/call centre and directly assists senior manager in achievement of departmental goals.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
High school diploma/educational equivalent with secretarial courses or business college training preferred.
Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.
Standard level MS Excel, Word. PowerPoint is preferred.
Good communication (verbal/written), interpersonal and organizational skills required.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
High school diploma/educational equivalent with secretarial courses or business college training preferred.
Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.
Standard level MS Excel, Word. PowerPoint is preferred.
Good communication (verbal/written), interpersonal and organizational skills required.
Preferred Qualifications:Must be bilingual French and English Doit maitriser le français et anglais
Ops Agent Admin
Federal Express Corporation Canada
GranbyAdministrative Jobs Full-time
Learn More
Distributor Full-time Job
Administrative Jobs BrossardJob Details
Goals
On a daily basis, ensures that the concrete dosage (manufacturing) is in accordance with the specifications provided by the laboratory, while meeting customer needs. In addition, dispatches and schedules concrete mixer trucks to ensure timely delivery of concrete, good customer service, according to orders placed by customers and at a minimum cost.
Responsibilities
Security :
- Daily check of site cleanliness (site safety).
- Ensure that all employees, yard workers, drivers, mechanics, subcontractors and other people on site work safely and that all wear their PPE and, in addition, carry out regular inspections to monitor the progress of tasks and work.
Production :
- Daily mechanical plant checks (visual inspection, detect unusual noise, lubrication, vibration, belt check etc.)
- Checking and measuring the humidity level of raw materials (stone, sand) and, by the same token, visually observing the conditions before each shift.
- Dosing of concrete and distribution of concrete mixers on the different sites according to the required specifications and ensuring the conformity of the concrete delivered.
- Order raw materials according to planned orders or anticipated volumes.
- Responsible for planning drivers (concrete mixers), yard men, regarding deliveries and production for the next day.
Inventory :
- Enter raw material receipts into the “Command Batch” system and track them according to the “Command Batch” system report.
- Produce end-of-day reports (inventories, reception and consumption of raw materials, m3 produced, chatters, etc.) and transfer the information to your shift replacement if necessary.
- Carry out physical inventories (raw materials and others) with your manager at the end of the month.
Administration:
- Taking orders by phone and promoting our Turbo & VAP products during CODs and to customers.
- Perform daily ticket checks and forward to invoicing. (Includes ticket checks "Waiting times - Superplasticizer etc.)
- Control entry and exit times as well as lunch and break times according to the collective agreement of all hourly employees and/or make the daily report of deliveries made by the "Broker" trucks by checking the areas for each of the delivery tickets.
- Carry out daily monitoring of cash sales as well as the use of concrete mixers (Lafarge, Broker, internal and external rentals) and follow up with the manager.
Optimization and communication:
- Communicates regularly and daily with the distributors of other plants in order to optimize the use of the concrete mixer truck fleet and personnel for the same day as well as the following day.
- Maintain constant communication with the manager and keep him informed during a plant breakdown, production/delivery problems as well as any health/safety incident.
Relations with other positions:
- Works closely with the operations team
- Collaborates with logistics and quality teams
Specific responsibilities:
- Concrete dosage according to mixing formulas
- Planning of deliveries of raw materials and concrete
- Ensure receipt of raw materials in SAP and batch command
- Conduct factory inspections
Dimensions:
- Region: GMA
- Volume: 50,000 m3 to 200,000 m3 annually
- Direct reports: 0
- Indirect subordinates: 0
Skill profile
Education and work experience:
- College diploma in civil engineering technology
- Minimum of three (3) years of relevant experience in concrete dosing and truck distribution.
Knowledge and skills:
- Must be able to work independently and be responsible and well organized
- Good communicator with a strong sense of customer service
- Must be able to work in a team and cope with pressure
- Good ability to make decisions and react quickly in a constantly changing environment
- Good analytical skills and ability to anticipate problems
- Good knowledge of computers
- Knowledge of construction materials and concrete
- Experience in industrial or diesel mechanics would be an asset.
Job-specific skills (Lominger):
- Client orientation
- Motivation
- Integrity and trust
- Process management
- Business knowledge
Thank you for your interest. Only selected candidates will be contacted for an interview. Lafarge is committed to employment equity and encourages applications from women, visible minorities and persons with disabilities.
Distributor
Lafarge Canada Inc
Brossard - 58.02kmAdministrative Jobs Full-time
Learn More
Cashier Full-time Job
Administrative Jobs BouchervilleJob Details
Compensation Grade:
Grade 1 - Stores
Job Description:
About this Opportunity
Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and stimulating career, Giant Tiger may be right for you. We believe in opportunities for growth & development, teamwork, and engagement.
We are hiring a Cashier for our store!
Giant Tiger Offers:
- Medical / Dental / Vision Benefits
- Store Discount
- Profit Sharing
- Safety-first environment
Cashier, Job Highlights:
- Ensures a high level of customer service at the checkouts;
- Accurately records customer transactions in electronic cash register.
Cashier, Job Requirements:
- Effective communication and interpersonal skills;
- Attention to detail.
- Strong customer service skills.
Cashier, Job Schedule:
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 40 hours weekly. A typical part-time schedule will be a mix of days, evenings and weekends, up to 24 hours weekly.
Cashier, Physical Demands of Position:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
While performing the duties of this job, you can expect to:
- Stand and/or walk.
- Bend, twist, and squat.
- Lift and/or move up to 18 kg (40 lbs.).
- Perform tasks involving firm grasping.
- Perform repetitive tasks requiring a range of hand motions.
- Reach above shoulder height and below waist level.
- Operate equipment, including using a ladder.
Cashier
Giant Tiger
Boucherville - 59.23kmAdministrative Jobs Full-time
Learn More
Office clerk Full-time Job
Administrative Jobs VarennesJob Details
Joining our team has its advantages:
- Flexible hours to promote work/life balance
- Teleworking in hybrid mode
- Flexible group insurance plan from day one
- Very competitive pension plan
- Generous holiday policy
- Weekly pay
- Employee and Family Assistance Program
- Free parking
- Professional development opportunity
- Several programs and initiatives in ED&I
- Charging stations for electric cars
- CPE in the workplace
Your responsibilities as an Office Clerk:
- Enters data for file maintenance into the software provided for this purpose.
- Responsible for updating and sending contract annexes to branches when adding or removing IT equipment.
- Receives goods (computers, papers, furniture, etc.)
- Ensures the sending and exchange of computer equipment for repair at our service provider.
- Maintains inventory of computer equipment by recording entries, exits, losses and withdrawals of items.
- Prepares orders based on requisitions issued by internal and external users and ensures that they are personalized in the software provided for this purpose.
- Distributes mail for the Rx Center.
- Performs any other related tasks.
The qualifications we are looking for:
- Hold a secondary 5 diploma or a vocational studies diploma (DEP).
- Have a minimum of 2 years experience in a similar position or equivalent experience.
- Demonstrate professional ethics on the telephone and know how to manage customer requests.
- Possess excellent customer service skills and ease of communication.
- Know Word and Excel software.
- Have a very good knowledge of French and English, both verbally and in writing.
- Be able to lift various heavy loads (sometimes more than 20 kilos).
Office clerk
METRO INC.
Varennes - 62.78kmAdministrative Jobs Full-time
Learn More
Administration Assistant Full-time Job
Administrative Jobs SherbrookeJob Details
Application Deadline:
01/03/2025
Address:
65 rue Belvedere N, # 230
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Please note the base salary for this specific position in Sherbrooke is
$ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$32 700,00 - $48 600,00
Administration Assistant
BMO Canada
Sherbrooke - 64.8kmAdministrative Jobs Full-time
32,700 - 48,600
Learn More
Branch Operations Assistant Full-time Job
Administrative Jobs SherbrookeJob Details
What is the opportunity?
RBC Dominion Securities is currently seeking a Branch Operations Assistant to join their team. You will provide superior service along with administrative and operational support to clients and employees.
What will you do?
- Answer the telephone and greet clients in an open, friendly manner
- Provide attentive and accurate service to clients and respond to their needs
- Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager, when needed
- Prepare cheques and daily bank deposits
- Deal with incoming and outgoing funds
- Process account opening and any related account documentation
- Support the advisory teams in general administrative duties in the management of client accounts
- Perform other duties and responsibilities, as required
What do you need to succeed?
Must-have
- Exceptional client servicing skills
- A professional approach to all situations to create a positive working environment
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Ability to complete duties independently and seek out own answers and solutions
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Two years of relevant experience in the financial services 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
- Variety of assignments
- A strong and diverse team
- Management that supports your work and progression
Job Skills
Additional Job Details
Address:
95 BOUL JACQUES CARTIER S:SHERBROOKE
City:
SHERBROOKE
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-09-20
Application Deadline:
2024-12-09
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Branch Operations Assistant
Royal Bank Of Canada
Sherbrooke - 64.8kmAdministrative Jobs Full-time
Learn More
Administrative Assistant Full-time Job
Administrative Jobs SherbrookeJob Details
RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.
What will you do?
- Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support the Investment Advisors in general administrative duties in the management of client accounts
- Support the Investment Advisors in the preparation of client reviews and presentations
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Must-have
- Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Meticulous attention to detail and excellent time management skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Minimum of 2 years of experience in the financial services sector
- Ability to work as part of a team
Nice-to-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
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, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job Skills
Additional Job Details
Address:
95 BOUL JACQUES CARTIER S:SHERBROOKE
City:
SHERBROOKE
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-11-19
Application Deadline:
2024-12-09
Administrative Assistant
Royal Bank Of Canada
Sherbrooke - 64.8kmAdministrative Jobs Full-time
Learn More
Administrative Assistant Full-time Job
Administrative Jobs SherbrookeJob Details
Your contribution
- Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
- Responsible for the maintenance of office systems including the computer network, telephones, voicemail, reference files, product sheets, office library and product and procedure manual.
- Lead the management of facility operations, implementation of facility-related changes and change management activities.
- Liaise with the Facilities team on all matters related to lease improvements, lease renewals and planned moves.
- Perform front desk related tasks such as answering phones, greeting customers, handling mail and deliveries, and scheduling customer appointments.
- Execute regional reporting requests and perform data analysis.
- Manage regional administrative tasks surrounding the production of the CPG maturity report, letters, cash statements and the SOTI report.
- Coordinate and deliver a variety of regional activities including seminars, customer forums and professional development days, and provide logistics as required.
- Assist in completing tasks to ensure branch compliance, including managing the Security Checklist and Business Continuity Plan.
- Participate in regional meetings and special projects.
- Liaise with external partners, such as medical associations and accounting firms, to implement regional projects.
- Perform other administrative tasks.
- Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
- Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
- Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
- Promote a productive and inclusive work environment.
MD's expectations
- Customer experience management skills.
- Strong organizational skills.
- Excellent communication skills.
- Sense of initiative and resourcefulness.
- Ability to work effectively within a team.
- Thoroughness.
- Organizational skills, dynamism and effective communication.
- Interest in working in a fast-paced environment and professionalism.
- Team spirit and constant desire to create a positive work climate.
Training and experience
- College diploma in business administration or equivalent.
- At least three years of administrative or office experience, preferably in a financial services firm.
- Good knowledge of RRSPs, RRIFs, mutual funds and customer service is considered an asset.
- Excellent computer skills including proficiency in MS Word, MS PowerPoint and a good understanding of common business applications.
Why MD?
- We strongly encourage work-life balance and give you the flexibility and tools to achieve it.
- We believe that a diverse and inclusive work environment promotes employee happiness and productivity.
- We know how important benefits programs are in supporting the mental and physical health of employees and their families.
- We know that financial security is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
- We know it’s important to take a break , so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
- Through our partnership with Scotiabank, we can offer you great banking solutions to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
- We love discounts . Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.
“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”
Administrative Assistant
Scotiabank
Sherbrooke - 64.8kmAdministrative Jobs Full-time
Learn More
ADMINISTRATIVE ASSISTANT Full-time Job
Administrative Jobs MontréalJob Details
We are looking for a highly organized and proactive Administrative Assistant to support our Chief Economist and the Vice-President of External Communications. This role requires a rigorous person with excellent coordination skills, including complex travel planning, and the ability to provide day-to-day administrative support in a bilingual and dynamic environment.
CHALLENGES TO BE MET
-
Coordinate travel logistics (domestic and international): flights, accommodations, itineraries, expense reports.
-
Manage calendars, organize meetings in different time zones, and prepare briefing documents.
-
Support the preparation of presentations, reports and communications for internal and external audiences.
-
Liaise with internal teams and external stakeholders to ensure smooth coordination.
-
Process invoices, purchase orders and expense reports in accordance with internal policies.
-
Provide ad hoc support to the Executive Assistant as required.
WHAT WE ARE LOOKING FOR
-
Diploma of Collegial Studies (DEP or DEC) in office automation technology or related field.
-
Minimum of 3 years of relevant experience in administrative support, ideally in a corporate or public affairs context.
-
Demonstrated experience in managing complex travel and executive agendas.
-
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
-
Excellent organizational, time management and prioritization skills.
-
Excellent oral and written communication skills in French and English.
-
Discretion, diplomacy and professionalism.
-
Ability to work independently and adapt to changing priorities.
#INDHP
ADMINISTRATIVE ASSISTANT
BDC
Montréal - 68.18kmAdministrative Jobs Full-time
Learn More
ScotiaMcLeod Administrative Assistant Full-time Job
Administrative Jobs MontréalJob Details
When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
1. Ensure a high level of non-trade client service by:
- Acting as receptionist by answering phones and greeting clients
- Arranging client meetings including venues, preparing printed materials and handling schedule changes
- Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
- Following up on client meetings and entering notes in contact management system
- Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
- Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
2. Provide administrative support by:
- Processing client account documentation
- Assisting in writing and processing clients’/prospects letters and proposals
- Ordering marketing materials
- Maintaining client files and information on the appropriate systems
- Opening new accounts and processing new account documentation
- Processing account transfer documentation and follow up to ensure receipt
- Following up on outstanding documentation for restricted accounts
- Ensuring all client interaction is accurately documented
- Gathering deferred sales charge (DSC) information
- Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
- Following up with clients on missing documentation required as per the industry regulatory requirements
3. Contribute to the effective functioning of the branch team by:
- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team meetings
- Encouraging the generation of new ideas and approaches
- Actively sharing knowledge and experience to enhance the development of all team members
- Developing and executing a meaningful employee development plan
DO YOU HAVE THE SKILLS
We would love to work with you if you have:
- Excellent written and verbal communication skills
- Strong organizational skills
- Ability to take initiative and work independently
- Ability to meet deadlines
- Knowledge of Microsoft systems: Word, Excel and PowerPoint
- Secondary education
Working Conditions
The role operates within a standard office environment.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
#SWM
ScotiaMcLeod Administrative Assistant
Scotiabank
Montréal - 68.18kmAdministrative Jobs Full-time
Learn More
Bilingual Administrative Assistant Full-time Job
Administrative Jobs MontréalJob Details
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
Initiative and are resourceful
An ability to work independently or effectively within a team
An ability to manage multiple priorities in a fast- paced environment
An ability to effectively manage change
A focus on achieving results
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve an English-speaking clientele.
Location(s): Canada : Quebec : Montreal || Canada : British Columbia : Vancouver || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa || Canada : Ontario : Toronto
Bilingual Administrative Assistant
Scotiabank
Montréal - 68.18kmAdministrative Jobs Full-time
Learn More
Administrative Associate, Wood Gundy-Bilingual Full-time Job
Administrative Jobs MontréalJob Details
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them manage their portfolios and build new business relationships. You will communicate directly with high net worth clients to provide support, identify opportunities and proactively enhance the client experience.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you’ll succeed
-
Administrative Support - Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.
-
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience. Follow through on requests by answering questions and providing an exceptional experience.
-
Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to cash management products to enable the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues, enforce policies, or engage appropriate internal partners to facilitate resolution.
-
Organizational Skills - Support your Advisor by responding quickly to client requests and maintaining compliance standards on all files. Drive team success by improving team productivity, proactively uncovering business opportunities, and assisting in the allocation of assets to the right financial products.
Who you are
-
You put clients first. You communicate to find the right solutions. You exceed expectations because it's the right thing to do.
-
You are a certified professional (an asset) You are an Investment Representative (IR) and your license is in good standing and therefore you completed the Canadian Securities Course (CSC) and the Standards of Conduct Manual (CPH). It is an asset to have your Options and Derivatives (DFOL) license.
-
You put your heart into your work. You care about people and respect different points of view. You listen to others and learn from their experience.
-
You understand that every detail counts. You notice things that others don't. Your critical thinking skills help inform your decision-making.
-
You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way.
-
Experience in the financial services and brokerage industry and a working knowledge of various listing instruments are required.
-
Values matter to you. You are your own person at work and embody our values of trust, teamwork, and accountability.
-
You’re fluent in French and English to serve our clients in the community.
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 Mailbox.careers-carrieres@cibc.com
-
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.
-
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Montreal-1 Place Ville Marie
Employment Type
Regular
Weekly Hours
37.5
Skills
Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montréal - 68.18kmAdministrative Jobs Full-time
Learn More