All jobs within 50 km around Salt Spring Island in Administrative Jobs

The Service Support Officer/Administrative Assistant contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent delivers exceptional personal service in all activities completed to support the Private Banking team.  This includes ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures

Is this role right for you? In this role you will:

Increase Client Satisfaction and loyalty through Service Excellence by:

• Delivering the desired Client Experience by consistently applying the Service basics **during all Client/ PB team interactions. **Provide consistently excellent client experiences and demonstrate ‘Our Service Promise’ by being best at the basics: Friendly, Willing to Assist, Efficient and Professional
• Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
• Demonstrating respect and knowledge in interactions with the APB/Banker 
• Providing exceptional service and support combined with innovative approaches to resolving Client’s and the Private Banking Team’s service issues while adhering to policy and procedures,
• Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers’ attention

 
Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by:

• Adhering to cash, custody and security procedures and Bank policies at all times. 
• Adhering to position authorities and bank policies
• Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
• Checking/authorizing transactions with approved limits.
• Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.
• Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier
• Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
   
• Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

The Office Coordinator is responsible for Reception and the execution of day-to-day operational tasks & activities to support the Regional Office. 

 Is this role right for you? In this role you will:    

• Perform reception duties including answering the telephone, greeting clients, managing incoming & outgoing mail & courier and booking client appointments
• 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
• Lead management of facilities operations as well as delivery and change management of facilities related changes
• Liaise with Facilities to support leasehold improvements, lease renewals and planned moves
• Complete regional reporting requests & data analysis
• 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 Professional Development Days and coordinate logistics as required
• Assist with branch compliance duties including maintaining the security checklist and Business Continuity Plan
• Participate in various regional meetings and special projects, as needed
• Liaise with external partners such as medical associations, accounting firms, etc. for regional projects as required
• 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

 The Must Haves:

• 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 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• 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-paced environment and is highly professional 
• Team player with a desire to consistently create a positive work environment

Job Summary

Responsible for performing the clerical and administrative functions for any or all hub and station operational areas, including linehaul, quality assurance and customer service. Tends to damaged and incorrectly addressed packages in a timely manner to optimize delivery time. Serves as a customer’s first line of contact for a variety of issues.

Essential Functions

Provides clerical support to various management and operational functions, including, but not limited to, photocopying, filing, faxing, emailing and answering telephone Reviews, researches and/or enters data in various systems to support respective functional area Compiles data and provides various regular and adhoc reports to management for review and determination Serves as frontline customer service to receive, solve and/or escalate customer inquiries and issues Assists management with Business Control Self Assessment (BCSA) audit activity by retrieving data and/or files for review In addition to the above essential functions, the following functional area assignments have additional essential functions as noted below: Additional Quality Assurance/Loss Prevention essential functions: Supports ability for timely delivery and mitigates loss and damage by performing address searches/corrections through various sources and ensuring packages are in good condition for the customer Prioritizes workflow to maximize the number of packages that can be resolved and sent out for delivery in the same day Ensures all packages receive appropriate scan statuses. Inspects and handles hazardous material damages as per policy. Ensures all loose product is accounted for as per company policy Researches missing packages to understand the root cause of scanning failures and compiles information on disputed deliveries for management review Reviews and trends loss and damaged claims filed to identify improperly charged claims and brings to the attention of management Additional Linehaul essential functions: Reviews and enters all Independent Contractor (IC) settlement information into appropriate system to ensure proper payments. Enters settlement adjustments as directed by manager Compiles required documentation to establish and maintain Department of Transportation (DOT)-required files. Verifies timely log entry into system Enters all individual vehicle mileage record information into the system and works with ICs and Linehaul staff to rectify any issues Tracks a variety of metrics, including the IC charge back program, complaints and maintenance compliance and prepares weekly reports for management review Serves as initial contact to receive IC inquiries or issues relating to settlement, uniforms, decals, etc., to route to management for appropriate resolution

Minimum Education

High School Diploma or GED required

Minimum Experience

Two (2) years customer service, clerical or related experience required; experience in dock operations environment or distribution center setting preferred

Required Skills, Abilities and / or Licensure

General business skills such as typing; data entry and review; and use of phone, copier, and fax Software skills, including use of Microsoft Office software and web-based applications Customer service skills necessary to effectively and professionally respond to requests Time management, organizational and multi-tasking skills necessary to work in a fast-paced environment, handling various tasks and changing priorities, while maintaining a high attention to detail and accuracy to achieve daily assignments and goals

Address: 6670 Butler Crescent Dr
City: Saanichton
State: British Columbia
Zip Code: V8M 2G8
Domicile Location: FXG-CAN/CAN/Q6228/Victoria

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
• Willingness to complete licensing to become duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
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

#LI-Onsite

Overview

Overview

Overview

Overview

Overview

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

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
• 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.

Package Operations Clerks are part-time positions and are responsible for updating package information, validating international address information using UPS systems, scanning premium service packages, assisting brokerage operations and updating the package inventory systems.

Operations Clerks may utilize heavy machinery to complete tasks. These positions will perform other tasks as assigned - including, but not limited to, working with the belts, the customer counter and with Canada Customs officers.

Location: 5960 Ferguson Road, Richmond BC

Shift: Monday to Friday; 6:00AM - 12:00PM

Note: UPS is a Federally Regulated Workplace

Hourly Wage: $17.40

Responsibilities:

Takes ownership of international shipping address corrections and data entry.

Assists in validating customs and brokerage documentation and calculations.

Operates all office equipment, software, and devices and trains others.

Maintains a clean, organized, and safe working environment.

Qualifications:

• Strong customer service skills
• Strong computer skills, including Microsoft Office Applications
• Strong verbal and written communication skills
• Must be comfortable working in a warehouse and belt-operations environment
• Ability to lift, up to 70-lbs unassisted, on an occasional basis

EDUCATION/WORK EXPERIENCE

• Able to work Monday to Friday
• Have good communication skills both verbal and written
• Able to work in a targeted environment.
• Work well in a team
• Working knowledge of word and excel.
• Some experience in a similar work environment would be an advantage

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The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

*Shift hours will vary according to operational requirements.