94 Jobs Found
Administration Assistant Full-time Job
Administrative Jobs LavalJob Details
Application Deadline:
09/07/2024
Address:
3225 St-Martin Ouest Blvd
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.
- 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 Laval 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
Laval - 14.79kmAdministrative Jobs Full-time
32,700 - 48,600
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Bilingual Contract Administrator, Temporary Full-time Job
Canadian Tire Corporation, Limited
Administrative Jobs LavalJob Details
The contract administrator supports the construction and asset management teams, responsible for building and maintenance of Canadian Tire, PartSource and Mark’s Work Wearhouse properties in Quebec and Atlantic Canada. The successful candidate will have past experience in building and property maintenance in an administrative capacity, working both independently and in a team environment; must be able to work in a fast-paced setting while maintaining accuracy and reliability of work performed.
Responsibilities
- General office and office equipment management
- Provide support to the project and asset management teams
- Assist the Associate Vice President with contact administration as follows:
- Assist design and construction with administration
- Assist asset manager with administration
- Process certificate of payments
- Track project costs and schedules
- Process construction and asset management invoices and cheque requisitions through IRIS (Tririga)
- Issuance of construction specifications and coordination of as-built/maintenance manuals
- Project documents creation and distribution in a variety of formats
- Day to day general activities
- Maintain accurate records and an extensive filing system
What you bring
- Bilingual (English & French)
- 3 to 5 years similar experience supporting design and construction staff or general contractors
- Ability to communicate with individuals at all levels from within the corporation, as well as external clients
- Strong understanding of the construction process.
- Highly developed technical skills with Microsoft products
- Strong organizational skills
- Attention to detail
- High level of independence and initiative to prioritize multiple tasks and follow through with a sense of urgency
- Excellent written and verbal communication skills
- Basic accounting skills are essential
Bilingual Contract Administrator, Temporary
Canadian Tire Corporation, Limited
Laval - 14.79kmAdministrative Jobs Full-time
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Administrative Assistant Full-time Job
Administrative Jobs LavalJob Details
The incumbent is responsible for carrying out daily operational tasks and activities to support the regional office.
Duties and Responsibilities (Tasks)
- See to the maintenance of office systems, including the computer network, telephones and voice mail.
- Lead the management of facility operations, implementation of facility changes and change management activities.
- Maintain office systems including computer network, telephones, voice mail, reference files, product sheets, office library and product and procedure manual.
- Liaise with the Facilities team on all matters related to tenant improvements, lease renewals and planned moves.
- Perform reception-related tasks such as answering phones, greeting customers, handling mail and deliveries, and scheduling customer appointments.
- Demonstrate flexibility regarding schedule and hours of availability. Hours may vary to provide support to other provinces.
- Execute report requests and data analyzes in MX360, Tableau and any other company reports.
- Manage regional administrative tasks surrounding the production of the CPG due date report, letters, cash statements and SOTI report.
- Coordinate and implement a range of regional initiatives, such as seminars, customer forums and professional development days, and provide logistics as required.
- Assist in completing tasks to ensure branch compliance, including management of the Security checklist and business continuity plan.
- Participate in regional meetings and special projects, if applicable.
- Liaise with external partners such as medical associations and accounting firms, as necessary for the completion of regional projects.
- Perform other administrative tasks as needed.
- Understand Scotiabank's risk culture and risk appetite in daily activities and decisions.
Training and experience (qualifications)
- College diploma in business administration or equivalent.
- At least three years of experience in administration or office work, preferably gained in a financial services company.
- 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.
Required skills (qualities)
- Customer experience management.
- 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 an environment where everything evolves quickly and professionalism.
- Team spirit and constant desire to create a positive work climate.
Administrative Assistant
Scotiabank
Laval - 14.79kmAdministrative Jobs Full-time
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Administrative Assistant Full-time Job
Administrative Jobs LavalJob Details
The Regional Coordinator, Client Support is responsible for the execution of day to day operational tasks & activities to support the Region.
Duties & Responsibilities: (What you will do)
- Maintain office systems including but not limited to network administration, telephone and voice mail programs.
- Lead management of facilities operations as well as delivery and change management of facilities related changes
- Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and Product & Procedures manual.
- Liaises with Facilities to support leasehold improvements, lease renewals and planned moves.
- Independently manages monthly and quarterly compliance reporting tasks, including follow-up with advisors on outstanding Cases, for the region.
- Identifies compliance deficiencies, and communicates to Advisor and Admin to rectify.
- Complete regional reporting requests & data analysis in MX360, Tableau and other corporate reports
- Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
- Coordinate and execute on a variety of regional initiatives; including seminars, Client Forums and PD Days, coordinate logistics as required.
- Participate in various regional meetings and special projects, as applicable.
- Liaise with external partners such as medical associations, accounting firms, etc. as required for regional projects
- Assist with expense reporting including managing/tracking budgets, validating cost centers, etc.
- Other administrative tasks as required. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Education & Experience: (What you need)
- Community college diploma in Business Administration or equivalent.
- Three+ years’ experience in an administrative or clerical position, preferably with a financial services company.
- Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset. Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications.
Competency Requirements: (What you bring)
- Stewardship of the client experience.
- Strong organizational skills.
- Excellent communication skills.
- Initiative and resourcefulness.
- Ability to work effectively and collaboratively within a team.
- Attention to detail.
- Well-organized with high energy, effective communication skills
- Enjoys a fast pace environment and is highly professional.
- Team player with a desire to consistently create a positive work environment.
“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, and they will serve and English-speaking clientele]
Administrative Assistant
Scotiabank
Laval - 14.79kmAdministrative Jobs Full-time
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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 - 17.23kmAdministrative Jobs Full-time
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DATA ENTRY CLERK Full-time Job
Administrative Jobs BlainvilleJob Details
Job Summary
This position performs advanced administrative responsibilities including preparation and analysis of more complex reports, compilation of information from various sources, handling small scale projects, and analysis using various software packages. This position may direct the work of others and provide instruction and guidance to lesser experienced employees. This position performs general office duties including word processing, data entry, auditing documents, answering phones, distributing mail, reserving conference rooms, coordinating meetings and other duties as assigned. This position may deal with confidential material on a regular basis.
Responsibilities:
Executes a comprehensive examination of various documents including commercial invoices, international bills of lading, and shipping documents to ensure completeness and accuracy.
Researches and corrects errors resulting from incorrect pre-advise information.
Compiles and saves shipping documents (paper or electronic) to comply with government regulations.
Prepares complex reports/presentations.
Performs analysis using various software packages and databases (e.g. MS Access).
Provides advanced office support knowledge and skills.
Prepares and/or coordinates information for internal and external contacts.
Qualifications:
High School Diploma, GED, or International equivalent
2+ years' office warehouse support experience - Preferred
Strong analytical, oral/written communication, problem solving, basic research, attention to detail and time management skills
Proficiency in Microsoft Office (Word, Excel, Access, and Outlook)
Accurate and rapid data entry
Hours:
3:00am to 9:30am
Requires flexibility with work hours depending on the day.
DATA ENTRY CLERK
UPS
Blainville - 18.18kmAdministrative Jobs Full-time
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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 - 20.4kmAdministrative Jobs Full-time
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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
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Coordinate travel logistics (domestic and international): flights, accommodations, itineraries, expense reports.
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Manage calendars, organize meetings in different time zones, and prepare briefing documents.
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Support the preparation of presentations, reports and communications for internal and external audiences.
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Liaise with internal teams and external stakeholders to ensure smooth coordination.
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Process invoices, purchase orders and expense reports in accordance with internal policies.
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Provide ad hoc support to the Executive Assistant as required.
WHAT WE ARE LOOKING FOR
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Diploma of Collegial Studies (DEP or DEC) in office automation technology or related field.
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Minimum of 3 years of relevant experience in administrative support, ideally in a corporate or public affairs context.
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Demonstrated experience in managing complex travel and executive agendas.
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Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
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Excellent organizational, time management and prioritization skills.
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Excellent oral and written communication skills in French and English.
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Discretion, diplomacy and professionalism.
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Ability to work independently and adapt to changing priorities.
#INDHP
ADMINISTRATIVE ASSISTANT
BDC
Montréal - 21.64kmAdministrative Jobs Full-time
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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 - 21.64kmAdministrative Jobs Full-time
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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 - 21.64kmAdministrative Jobs Full-time
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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 [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
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 - 21.64kmAdministrative Jobs Full-time
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Administrative Associate, Wood Gundy-Bilingual Full-time Job
Administrative Jobs MontréalJob Details
What you’ll be doing
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 [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
Montreal-1 Place Ville Marie
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montréal - 21.64kmAdministrative Jobs Full-time
Learn More