274 Jobs Found
Administrative Coordinator Full-time Job
Administrative Jobs NanaimoJob Details
The Administrative Coordinator supports the business by coordinating the full range of administrative processes at the terminal in order to ensure the timely and accurate delivery of freight to the end customer.
You will be a positive representative of our organization by demonstrating professionalism, and appropriate urgency. You will work closely with various internal and external contacts to effectively and efficiently respond to customer inquiries and requests.
How You’ll Help:
- Provide administrative support to the managers and office staff team and ensure that administrative matters are organized and dealt with in a professional manner. Establish and maintain files and records.
- Answer phone calls and email enquiries and relay calls and messages to appropriate managers and employees; attend meetings, take notes, and follow up on decisions within area of responsibility
- Order office supplies and maintain inventory for the terminal
- Welcome clients; ascertain nature of business and direct clients to appropriate managers and employees
- Redirect documents intra- and inter-terminal as well as to customers as needed
- Manifest and arrange appointments via fax, email, and telephone. Call customers regarding appointment change, status, rescheduling, and issues regarding appointment. Schedule driver appointments. Update system with appointment information.
- Prepare manifests for trucks crossing from Canada to US border and vice versa
- Verify the weight for all LTL loads, load trailers, ensuring that the number of boxes/ shipments, weight and dangerous goods information is correct and complete
- Input pick up BOL’s and update POD’s. Upload and edit EDI files. Input skeleton bills into the system ensuring that all critical information is input, enter comments regarding damages, shortages and ensure required signatures are present
- Track and update system information on shipments for agent delivery.
- Assist drivers with preliminary paperwork information such a bill of lading, trip envelops and border crossing procedures
- Broker payroll processing including the inputting of City Drivers payroll in the terminal; confirmation of information provided by brokers and data entry for the terminal; providing brokers with invoice copies; and fielding inquiries as to payroll discrepancies.
- Reporting: POD reports – following up on PODs Make sure PODs are imaged. Missed appointment report following up with customers if freight not delivering.
- Mentor and train office staff in procedures and in use of current software
- Dispatch some night runs/shifts
- Other related duties as may be required
Your Skills and 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
- 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
Boban Road, Unit 7A, Nanaimo, BC, V9T 6A7, CA
Administrative Coordinator
Day & Ross Inc.
Nanaimo - 40.98kmAdministrative Jobs Full-time
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Office administrative assistant Full-time Job
Administrative Jobs NanaimoJob Details
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Candidate Status:
- Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
- International Candidates who don’t have a valid Canadian work permit also can apply
Responsibilities:
- The candidates should be able to answer the telephone, relay telephone calls and messages, answer electronic inquiries, and open and distribute regular and electronic incoming mail and other material, coordinating the flow of information
- The candidates should be able to compile data, statistics, and other information, arrange travel-related itineraries, make reservations, set up and maintain manual and computerized information filing systems, and type and proofread correspondence, forms, and other documents
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]
Office administrative assistant
Garcha Enterprises Ltd
Nanaimo - 40.98kmAdministrative Jobs Full-time
27.50
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Administration Coordinator Full-time Job
Coca-Cola Canada Bottling Limited
Administrative Jobs NanaimoJob Details
The Administration Coordinator provides administrative support to the General Manager with support focused on sales team and office management. This includes organizing meetings, sales reporting and organizing and distributing mail. This role is responsible to check messages from phone line and respond to inquiries from employees, visitors, vendors and the general public. The Administration Coordinator also assists with the general financial and operating analytics and activities of the organization. They provide support including: preparation of sales and financial reports on a daily/weekly basis, Accounts Payables and Receivables through use of SAP, data entry and PowerPoint presentation creation.
The work location for this position will be in Nanaimo or Victoria.
Responsibilities
- Track and manage the repair expenses of the distribution center and the warehouse
- Create suppliers’ profile and manage Purchase Orders in SAP
- Manage and follow up on invoice with suppliers
- Create administrative reports – suppliers and customers
- Manage and monitor the maintenance and repairs for the fleet department
- Responsible to process unionized employee’s payroll
- Welcome and coordinate the administrative steps of all new unionized employees
- Collaborate on the health and safety committee and in various projects updates
- Perform tasks related to administrative support for managers
Qualifications
- 2 - 3 years demonstrated experience in an office admin/executive assistant role;
- Demonstrated experience in coordinating projects;
- Knowledge of Microsoft Office (MS Word, Excel and PowerPoint) applications;
- Excellent phone etiquette and customer service;
- Bilingual (French/English) required
- SAP knowledge consider an asset.
Administration Coordinator
Coca-Cola Canada Bottling Limited
Nanaimo - 40.98kmAdministrative Jobs Full-time
52,200 - 58,000
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Office Coordinator Full-time Job
Administrative Jobs NanaimoJob Details
Key Responsibilities:
Responsible for three (3) essential areas:
Payroll/ Kronos Administrator
- Process and manage the weekly payroll using Kronos and SAP application
- Ensure the Island Wage Agreement is being followed while processing payroll
- Responsible for maintaining the accuracy of employee profiles and accrual
Procurement and Vendor Management
- Manage the location’s purchasing requirement through the Procurement Systems MyBuy and SAP
- Responsible for maintaining the supplier’s database and adding new suppliers to the SAP Database
- Responsible for Purchase Order requisition according to Budget Plan and actual expenditure
- Process Travel and Mastercard Expenses
Location Control and Compliance
- Responsible for the location’s compliance according to the company’s guidelines and procedures
Other Responsibilities
- Create a welcoming and warm environment for Pepsico Beverages visitors and contractors
- Responsible for the internal and external stakeholders’ communication
- Assist in company-specific initiatives
Qualifications
- Two years of administrative experience, Payroll Administrator Experience, is desired
- Experience in software programs/applications such as Kronos, SAP, and Microsoft Office, is preferred
- Successful completion of an administrative/office management program
- Successful completion of high school diploma
- Professional accomplishments that reflect self-motivation and initiative
- Strong computer skills in Word, Excel, and PowerPoint
- Experience in software programs/applications such as Kronos, SAP, and Microsoft Office, is preferred
- Excellent communication and customer service skills
- The ability to multi-task is essential
- Attention to detail and organizational skills
- Must be self-motivated, punctual with demonstrated professional maturity
Salary Range
The expected compensation range for this position is between $41,600 - $69,200 based on a full-time schedule. Your confirmed job-related skills, experience and qualifications will be considered in setting your actual starting salary
Office Coordinator
PepsiCo
Nanaimo - 40.98kmAdministrative Jobs Full-time
41,600 - 69,200
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Senior Planning and Performance Advisor Full-time Job
BC Pension Corporation (Victoria) Pension Administrators
Administrative Jobs VictoriaJob Details
Union/Excluded: Excluded
Security Screening: Required
Additional Info: An eligibility list to fill future vacancies may be established.
We are seeking a Senior Planning and Performance Advisor to join our team in VICTORIA, British Columbia, Canada.
The Senior Planning and Performance Advisor supports the achievement of the strategic vision for corporate planning and analysis within the corporation and implements measurements and reporting mechanisms to demonstrate the corporation’s achievement of its mandate and to ensure reliable program accountability.
This role requires a highly organized individual and client-focused individual with strong analytical and problem-solving skills to apply effective judgment and manage multiple priorities in a constantly changing environment.
Hybrid Work Model
This position is located in our Victoria, BC office. You will have the opportunity to work part of the time on-campus and part of the time off-campus. Guidelines and requirements for in-office presence are determined by operational need and vary according to the unique needs of each business area.
About the Team
Responsibilities
- Develops a comprehensive business planning program in alignment with strategic priorities and their associated deliverables and translates those priorities into key actions and measures that move the corporation forward in achieving its strategic plans.
- Guides and supports the alignment of an integrated business planning culture across the corporation.
- Manages and advises the provision of assistance and consultation to executive, management and staff in planning, budgeting, forecasting, performance management, and business case development.
- Ensures the preparation of strategic plans, business plans, program business cases, performance measures and targets, budgets, monthly and quarterly performance and financial analysis.
- Works with executive, management, and staff to develop and maintain deliverables, including data analysis, business cases, feasibility studies, cost/benefit analysis, business and financial models, budgets and forecasts, alternative analysis modeling, work planning, allocation of funds, and enable the identification of individual contributions toward corporate goals.
- Assists with business continuity plans for validation and quality assurance purposes, and integration into enterprise-wide plans.
- Assists with business continuity and disaster recovery exercises to verify critical system restoration and validate recovery procedures.
- Ensures effective communication and develops content for a wide range of documents and reports for presentation to executive, management, staff, and other key stakeholders.
- Leads the preparation of executive and board briefing materials for budgets, forecasting, performance, and business cases.
- Ensures that managers receive financial and performance reports monthly and quarterly.
- Supervises staff including assignment of work, development and evaluation of performance plans, approval of leave, and responds to potential disciplinary processes.
- Undertakes or oversees a variety of corporate initiatives relating to planning, budgeting, forecasting, financial analysis, and performance management.
Qualifications
Must have
- Degree in related discipline, such as Bachelor of Commerce or equivalent.
- Three years of experience in corporate planning, performance measurement, budgeting and financial management.
- Experience developing business plans, key performance measures, and presenting on performance.
- Experience preparing and presenting materials for delivery to an executive and management-level audience.
- Experience analyzing data and generating reports to enable structured decision-making.
- Experience in leading, coaching, providing support and/or mentoring.
- An equivalent combination of education, training and relevant experience may be considered.
Nice to have:
- Master’s degree in business administration or equivalent graduate program is preferred.
- Experience using Oracle Fusion is preferred.
-
Experience supervising staff, including developing performance plans, conducting regular check-ins and setting priorities is preferred.
Knowledge, Skills and Abilities
- Strong analytical skills and proven ability to help people understand complex data.
- Ability to apply effective judgment and excellent organizational skills in managing multiple priorities in a constantly changing environment.
- Forward thinking, problem identification and problem-solving abilities, including strong financial analysis abilities; ability to apply sound judgment in relation to corporate, branch and team goals and objectives; ability to develop complex computerized spreadsheets for analysis and reporting.
- Demonstrate a client-service approach with all internal and external clients.
- Planning and organizational ability; must be able to plan work and resources for multiple operational and other projects with tight, often conflicting time- frames and to adjust to quickly changing priorities.
- Demonstrated leadership skills with an ability to motivate and influence others and work in a changing environment.
- A strong communicator, negotiator and facilitator, you build relationships with internal stakeholders to enable highly integrated planning across divisions.
Application requirements
Cover letter: Required. Applications without a cover letter will not be accepted.
Resume: A resume is required as part of your application. Ensure your resume includes your education, the start and end dates (month and year) of your employment, and any relevant information that relate to the job requirements.
Applications will be accepted until 11:59 pm PST on the closing date. Late applications will not be considered.
Diversity & Inclusion
BC Pension Corporation is an equal opportunity employer committed to establishing an inclusive, equitable, and accessible environment for all. All qualified applicants will receive consideration for employment without regard to race, national origin, age, religion, disability, sexual orientation, gender identity or expression, marital status or any other basis protected by applicable law.
Senior Planning and Performance Advisor
BC Pension Corporation (Victoria) Pension Administrators
Victoria - 51.01kmAdministrative Jobs Full-time
88,700.23 - 125,700.07
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Administration Clerk Full-time Job
BC Housing Management Commission (Burnaby) Public Housing Authority
Administrative Jobs VictoriaJob Details
Reporting to the Regional Administrative Services Manager, the Administration Clerk performs a variety of administrative support duties for a regional office. He/She/They are responsible for duties that include reviewing and processing applications, responding to client enquiries, assisting with forms completion and public information sessions, processing rent receipts, work orders, procurement documents and accounts payable invoices, performing reception duties, and providing general clerical, data entry and document management support.
CANDIDATE PROFILE
The successful candidate will have the following:
EDUCATION & EXPERIENCE:
- High school diploma and completion of post-secondary courses in office or business administration or other relevant discipline.
- Sound office administration experience.
- Or an equivalent combination of education, training, and experience acceptable to the employer.
KNOWLEDGE, SKILLS AND ABILITIES:
- Sound knowledge of office systems and procedures.
- Some knowledge of accounting procedures.
- Ability to learn, understand, and explain BC Housing program, policies, and services.
- Ability to deal with the public, staff, and outside agencies in a courteous, professional, and tactful manner.
- Ability to maintain a cash float and balance cash accurately.
- Ability to type a minimum of 40 wpm.
- Ability to search documents, databases, and the internet to resolve issues creatively and within established guidelines.
- Ability to plan, multi-task, meet deadlines and adapt in a fast-paced environment.
- Ability to exercise tact, diplomacy and good judgement when interacting with a broad range of partners and customers, including individuals of diverse social, educational, and cultural backgrounds.
- Ability to plan and meet deadlines by effectively prioritizing actions to respond to numerous diverse and shifting challenges without compromising the quality of work.
- Ability to work with accuracy and excellent attention to detail.
- Excellent oral and written communication skills, with a solid command of English grammar, punctuation, and spelling.
- Excellent interpersonal and conflict resolution skills.
- Strong problem-solving skills.
- Strong in computer applications, including MS Office (Word, Excel, PowerPoint, Outlook), with excellent mail merge document skills.
Administration Clerk
BC Housing Management Commission (Burnaby) Public Housing Authority
Victoria - 51.01kmAdministrative Jobs Full-time
49,215.09 - 55,689.15
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Administrative Assistant Full-time Job
Administrative Jobs VictoriaJob Details
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The RBC Dominion Securities branch located in Victoria BC is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.
What will you do?
- Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Assist the Advisor team in welcoming and onboarding new clients.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Tap into your superior problem resolution skills to provide proactive client service.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
What do you need to succeed?
Must-have
- Strong skills in working with various business applications/technology
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication
Nice-to-have
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.
The expected base salary range for this position is $37,500 - $45,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
730 VIEW ST:VICTORIA
City:
VICTORIA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-04-23
Application Deadline:
2025-06-19
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Administrative Assistant
Royal Bank Of Canada
Victoria - 51.01kmAdministrative Jobs Full-time
Learn More
ScotiaMcLeod Assistant Branch Administrator - Victoria, BC Full-time Job
Administrative Jobs VictoriaJob 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.
BRIEF INTRODUCTION
The Assistant Branch Administrator is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Consistently demonstrate high levels of internal and external client service
- Assist in the management of branch support staff, including executing development plans
- Ensure quality and efficiency of branch operations
- Assist with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
DO YOU HAVE THE SKILLS?
We would love to work with you if you have:
- Experience in the securities industry
- Excellent verbal and written communication skills
- Meticulous attention to detail and excellent time management skills
- Provide excellent client service in a professional and respectful manner
- Strong organizational skills
- Ability to take initiative and work independently
- Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
- Canadian Securities Course (CSC),
- Canadian Practices Handbook (CPH),
- Investment Representative Training Program (IRT)
- ScotiaMcLeod internal 30-Day training program
WHAT'S 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
ScotiaMcLeod Assistant Branch Administrator - Victoria, BC
Scotiabank
Victoria - 51.01kmAdministrative Jobs Full-time
Learn More
Administrative Assistant (Victoria) CIBC Wood Gundy Full-time Job
Administrative Jobs VictoriaJob 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. To successfully perform the work, you’ll be on-site full-time Monday through Friday.
The salary range for this role is $47,420.00 - 59,740.00 CAD Annual.
How you'll succeed
-
You have a diploma in Business Administration, Accounting, Finance or a similar field of study.
-
You have a minimum of one year of Administrative experience, preferably in finance.
-
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.
-
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
BC-Victoria, 730 View St., 6th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative
Administrative Assistant (Victoria) CIBC Wood Gundy
CIBC
Victoria - 51.01kmAdministrative Jobs Full-time
Learn More
ScotiaMcLeod Assistant Branch Administrator - Victoria, BC Full-time Job
Administrative Jobs VictoriaJob Details
The Assistant Branch Administrator is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies.
IS THIS ROLE RIGHT FOR YOU
In the role you will:
- Consistently demonstrate high levels of internal and external client service
- Assist in the management of branch support staff, including executing development plans
- Ensure quality and efficiency of branch operations
- Assist with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations
DO YOU HAVE THE SKILLS?
We would love to work with you if you have:
- Experience in the securities industry
- Excellent verbal and written communication skills
- Meticulous attention to detail and excellent time management skills
- Provide excellent client service in a professional and respectful manner
- Strong organizational skills
- Ability to take initiative and work independently
- Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
- Canadian Securities Course (CSC),
- Canadian Practices Handbook (CPH),
- Investment Representative Training Program (IRT)
- ScotiaMcLeod internal 30-Day training program
WHAT'S 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
ScotiaMcLeod Assistant Branch Administrator - Victoria, BC
Scotiabank
Victoria - 51.01kmAdministrative Jobs Full-time
Learn More
Administrative Assistant (Victoria) CIBC Wood Gundy Full-time Job
Administrative Jobs VictoriaJob 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. To successfully perform the work, you’ll be on-site full-time Monday through Friday.
The salary range for this role is $47,420.00 - 59,740.00 CAD Annual.
How you'll succeed
-
You have a diploma in Business Administration, Accounting, Finance or a similar field of study.
-
You have a minimum of one year of Administrative experience, preferably in finance.
-
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.
-
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
BC-Victoria, 730 View St., 6th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative
Administrative Assistant (Victoria) CIBC Wood Gundy
CIBC
Victoria - 51.01kmAdministrative Jobs Full-time
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Administration Associate Full-time Job
Administrative Jobs VictoriaJob Details
Application Deadline:
03/29/2025
Address:
730 View Street
We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.
Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.
- Books meetings with new prospects and prepares introductory package for the prospect/referral.
- 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.
- Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
- Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
- Resolves client complaints in a timely and effective manner; escalates as required.
- Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
- 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.
- Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
- Administers and processes documentation related to client files and regulatory requirements.
- Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
- Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
- 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 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 and act in their best interests.
- Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
- Maintains the confidentiality of client and Bank information.
- 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 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Knowledge of investment process and procedures.
- Knowledge of investment products and services is preferred.
- Knowledge of compliance practices and regulations.
- Knowledge of Financial/Retirement planning.
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
- Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
- Excellent verbal & written communication skills.
- Strong organization skills required.
- Ability to collaborate and work well in a team environment.
- Strong analytical and problem solving skills.
Salary:
$32,700.00 - $48,600.00
Administration Associate
BMO Canada
Victoria - 51.01kmAdministrative Jobs Full-time
32,700 - 48,600
Learn More