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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 is a requirement
• 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

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.

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

How you'll succeed

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

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

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

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

Who you are

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

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

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

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

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

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2025-08-15

Job Location

123 Commerce Valley Dr E

Employment Type

Temporary (Fixed Term)

Weekly Hours

1

Skills

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

Overview

Overview

Group Summary:

Role Summary

• The Executive Administrative Assistant provides support to the Senior Management team, primarily to General Manager and the Human Resources Manager. The ideal candidate will work professionally, with integrity and be able to maintain confidentiality.

Key Responsibilities

• Provide support to the General Manager, Human Resources Manager, and Assistant General Manager(s), while maintaining confidential and sensitive information.
• Coordinate travel arrangements, prepare itineraries, and submit expense reports on behalf of the General Manager or Senior Management team where applicable
• Schedule, manage and prioritize General Manager’s calendar.
• Manage office supplies and ordering of supplies for the General Manager, Human Resources, and Finance
• Help with organizing electro-static discharge protective wear for visitors, temporary employees, and Magna employees.
• Reporting as needed by the General Manager.
• Coordinate and organize company meetings, special events and fundraising.
• Maintain company communications.
• Facilitate the Company uniform program.
• Lead the Company’s Social Events Committee.
• Lead wellness initiatives.
• Culture Ambassador for the division.
• Arrange and support internal and customer visits including scheduling, making required arrangements and organizing catering where necessary.
• Maintain company perks and discounts.
• Maintain inventory of printed materials.
• Sort and distribute company mail.
• Maintain company intranet and social media pages/applications.
• Maintain company organization chart.
• Maintain employee files and general filing.
• Assist with the Employee Suggestion Program.
• Other special projects or duties as assigned.

Key Qualifications/Requirements

Education

• Post-secondary diploma in administration or a related field.

Experience

• Minimum 3 years’ experience in an administrative capacity
• Positive attitude and must be a team player.
• Strong initiative and willingness to help.
• Ability to prioritize, coordinate and manage multiple activities and projects occurring simultaneously.
• Intermediate experience with Microsoft Office Tools and Outlook, complimented by strong computer ability.
• Excellent written and verbal communication skills are required.
• Proactive personality and self-driven.
• Able to maintain confidentiality and promote a positive working environment.

Awareness, Unity, Empowerment:

Regular / Permanent

Magna Electronics

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

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

How you'll succeed

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

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

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

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

Who you are

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

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

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

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

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

What CIBC Offers

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

• We work to recognize you in meaningful, personalized ways including a competitive compensation, banking benefits, defined benefit pension plan*, a vacation offering, wellbeing support, and additional offers such as employee and family assistance programs 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 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

Barrie-126 Wellington St. W

Employment Type

Regular

Weekly Hours

11.5

Skills

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

Saputo Dairy Products Canada is seeking a passionate Sales Administration Associate to partner with the Sales Team to support the day-to-day account activities and requirements the Food Service and Sales Branch Business Units in an efficient and effective manner.  The person will be responsible for providing high levels of customer service to Foodservice customers and the remote sales team in Ontario. This position is directly responsible for sales to a group of customers managed by the sales office as well as supporting the remote sales team and their customers with sales orders and related administrative tasks. The successful candidate will be a self-starter, show leadership and initiative, professionalism, integrity, and attention to details which are all core Saputo Company values.  They will have an entrepreneurial flair, thrive on challenge, can prioritize the right job so it gets done on time, and can work effectively in a team-oriented, high-priority environment.

Salary: $58,970 - $77,420

* Salary offers will vary commensurate with experience, education, skills and training

WE SUPPORT AND TAKE CARE OF OUR EMPLOYEES AND THEIR FAMILES BY OFFERING

• Generous and complete benefit coverage with group insurance
• Group retirement plan with employer contribution
• Telemedicine and assistance program for employees and their families
• Opportunity to contribute to a collective RRSP & TFSA
• Training and development programs
• Saputo Flex Program, flexible work environment (schedule/location/time off) according to department needs
• Organized activities for employees and their families 
• Advantageous discounts on Saputo products

HOW YOU WILL MAKE CONTRIBUTIONS THAT MATTER

• Daily order taking, coordination and administration of orders for an assigned group of customers.
• Daily coordination and administration of orders submitted by our remote sales representatives.
• Vacation support and coverage for remote sales reps – order taking and dealing with customer inquiries.
• Build and maintain strong customer relationships with all foodservice customers.  
• Initiate contact with potential new customers and coordinating new account setup.
• Interactions with other departments through out the full order process.  Communicating directly with the warehouse and distribution teams to ensure that customer orders are filled and shipped on schedule.
• Support for sales manager and sales supervisors as required.
• Other administration duties as assigned such as - accounts receivable, filing, and other general office duties.

OTHER REQUIREMENTS

• High school diploma or equivalent required.
• Proficiency with MS Office (Word, PowerPoint, and Excel) and the ability to learn new software.
• Experience in a customer support environment (retail, hospitality, restaurants, banking, etc.).
• Experience with Maestro (financial and accounting ERP system) is an asset.
• Ability to communicate effectively, via telephone and email, by utilizing active listening and clearly speaking to customers.
• Ability to professionally manage customer expectations including complaints, logistical challenges, and problem solve as issues arise.
• Strong administrative competencies.

The Lease Administrator is responsible for abstracting key information from lease agreements, entering and maintaining the integrity of lease data within the lease management database as well as collecting and paying monthly rental payments on behalf of landlords and tenants.

KEY DUTIES & RESPONSIBILITIES

Lease Abstraction

• Reviews lease agreements and abstracts key information including but not limited to lease provisions, clauses, options and critical dates, property information (i.e. square footage), business, legal and financial agreements and obligations, terms and conditions.
• Enters and maintains lease agreement information within lease management database.  Responsible for data integrity of lease information. 

Rent Payment Processing

• Reviews and validates landlord invoices to ensure compliance with the lease.
• Processes monthly rent payments to the landlord and ad hoc payments on behalf of the client. 
• Prepares monthly rent roll/rent change report, makes adjustments to rent information and issue retroactive payments to reflect changes in rent including but not limited to operating costs, base rent, realty taxes etc.
• Prepares and provides reports to managers and/or clients.

Additional Rent Review

• Conducts review of landlord annual escalations (operating costs budget increases (i.e. grounds maintenance cost, realty taxes ie “additional rent”) proposed by the landlord.  Ensure the charges are in accordance with the lease agreement. Compares forecast against historical information to review reasonableness of budget increase. Verifies reasons for proposed budget increases and requests for supporting documentations from the landlord where required.
• Conducts review of landlord year end statements for t actual operating costs and realty taxes (perform desk top audit). Requests supporting documentation from the landlord on variances and charges not in compliance with the lease.
• Provides complete package for manager’s review.

Lease Management

• Provides non-legal lease interpretation on lease clauses to client, FM & Project Team, Internal and External Transaction Team.
• Reviews and recommends estoppels certificates for approval.
• Tracks and reviews tenant insurance certificates.
• Interacts with FM & Project Team on operational matters.
• Landlord/Tenant relationship management.
• Critical Date management (ensure all tenant critical dates are tracked and managed).
• Generates reports as required such as KP1, Critical dates, options to terminate. 
• Provides due diligence on landlord/tenant change of ownership.
• Percentage rent and CPI management.
• Prepares lease budgets and forecasts on a monthly/yearly basis.
• Reconciles tenant/landlord accounts to ensure accurate billings/payments per the lease agreement.

Additional Lease Management 

• Provides support to multiple client lease management portfolios.
• Works with Lease Administration Director to improve and enhances existing processes and reporting.
• Works with internal Transactions Management, Facilities Management and finance groups to provide all necessary lease information as required.
   

KNOWLEDGE & SKILLS

• Community college diploma preferably in accounting, business administration or law clerk studies
• 3 to 5 years of commercial lease abstraction or property administration work experience.
• Knowledge and experience with commercial real estate lease agreements.
• Prior experience with lease management systems.
• Ability to interpret and abstract lease information.
• Ability to process volumes of data requiring strong attention to detail and accuracy.
• Proficient with MS Excel (PIVOT tables, vlookups, shortcuts etc.) and ability to learn new management information systems quickly.

Licenses and/or Professional Accreditation

• Real Property Administrator Designation, an asset.
• Facility Management Administrator Designation, an asset.
• Bilingual is an asset.

11/29/2024

Address:

90 Collier Street

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.

• 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.

$31,600.00 - $46,200.00

As a Contract Administration Specialist, you'll play a vital role in supporting both our business development and existing client contract teams. Reporting to the Director of Operations, you'll be responsible for advocating our risk management processes and financial objectives while ensuring compliance and fostering strong internal relationships.

KEY DUTIES & RESPONSIBILITIES

Contract & Proposal Management:

• Enforce policies and procedures related to contract execution and proposals.
• Maintain and manage the contracts & proposals database, ensuring accurate and timely documentation.
• Prepare internal and external reports on contracts and proposals progress.
• Ensure timely renewal and pricing adjustments as per management policies.

Administrative Support:

• Coordinate with cross-functional teams for effective data compilation.
• Handle filing, distribution, and organization of executed contracts.
• Address and resolve administration issues related to contracts and proposals.

Compliance & Reporting:

• Stay updated on legal requirements and contract terms to ensure compliance and maximize business advantages.
• Maintain awareness of reporting requirements to support the business’s goals.

Other duties as assigned.

KNOWLEDGE & SKILLS

• Communication: Excellent written and verbal English skills are essential.
• Attention to Detail: Precision and thoroughness in managing contract details.
• Technical Proficiency: Advanced skills in MS Office Suite (Teams, Word, PowerPoint, Outlook, Excel). 
• Time Management: Ability to handle multiple assignments and meet deadlines with professionalism.
• Confidentiality: Experience managing confidential information discreetly.
• College Diploma, Bachelor’s Degree in Business Administration, or Equivalent Experience. 
• Ideally 1-3 years of experience in high-volume contract and proposal administration, preferably in a fast-paced environment. Familiarity with the HVAC industry is beneficial. 
• High attention to detail – proof reading, spelling, grammar, comfortable with editing documents and multiple revisions.
• Ability to follow processes/database management entry and oversight.

Licenses and/or Professional Accreditation

• None required. 

• Location: 1 Big Bay Point Road, Barrie, ON L4N 8M5, 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:Shift: Monday to Friday: 8 am to 1 pm

Additional Details:Barrie Part Time Ops Agent Admin