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This position performs general administrative responsibilities including preparation of reports using various software packages, compilation of information from various sources, and handling small scale projects. He/She 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:

• Prepares 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 and oral/written communication skills
• Proficient in Microsoft Office Word, PowerPoint, and Excel

At UPS, we also discover how we combine endless opportunities, innovation and rewards to create a truly unique career experience. With our unique promote-from-within culture, you'll always find exciting new opportunities at every level of the organization. From training and education to growth and empowerment, you have the freedom to forge a career path that can take you anywhere you want to go.

UPS is currently looking for Part-time Warehouse Clerk responsible for performing checks on packages (check labels, packaging, and invoices). You must have top-notch customer service skills for this role and must be able to lift 70lbs unassisted.

• Job Type: PT Permanent/Hourly- Must be able to work a minimum of 25 hours per week.

• Starting Pay: $17.30

• Job Location: 2281 Stevenage Drive, Ottawa ON

• Workdays: Monday – Fridays (5 Days/ Week)

• Scheduled Shift: Daily minimum 3 hours / maximum 5-6 hours

• Flexibility is required as you may need to start earlier or stay later at times

Required Skills:

• Attention to detail

• Typing skills: at least 40 words per minute

• Must be able to lift to 70lbs unassisted *this is a warehouse position

• Customer service skills

• The environment is fast paced with temperatures changing daily inside of the warehouse

• Must be flexible with start and finish times as they may vary

Benefits:

• Full training provided

• On site parking

• Weekly pay (every Friday)

• Extended health and dental benefits

• Group insurance and pension benefits

• Opportunities for advancement

UPS is committed to Diversity in Employment and welcomes all applicants; however, only qualified candidates will be notified for interviews.

As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets.  Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences.  In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.      

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
• Support operational excellence through the execution of day-to-day administrative tasks and activities. 
• Influence a service excellence culture through the delivery of exceptional client experiences.
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do You Have the Skills?

• Self-motivated and disciplined with solid organizational and effective task prioritization skills.
• Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
• Outstanding interpersonal, communication and listening skills (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently.
• Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
• Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
• Post-secondary degree in business or a related field, or equivalent working experience.  
• Mutual Fund License is required.
• Bilingual in English and French is an asset.

What’s In It for You?

• You’ll be part of an inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
• You’ll have the ability to make a lasting impact on clients.
• You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
• You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
• Supportive environment with coaches that are inspired to help you exceed your goals.
• Primarily work from home role with a mix of in-office work as required by business needs.

Overview

What is the opportunity?

RBC Dominion Securities is currently seeking a Branch Operations Assistant to join their team. You will provide superior service along with administrative and operational support to clients and employees.

What will you do?

• Answer the telephone and greet clients in an open, friendly manner
• Provide attentive and accurate service to clients and respond to their needs
• Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager, when needed
• Prepare cheques and daily bank deposits
• Deal with incoming and outgoing funds
• Process account opening and any related account documentation
• Support the advisory teams in general administrative duties in the management of client accounts
• Perform other duties and responsibilities, as required

What do you need to succeed?

Must-have

• Exceptional client servicing skills
• A professional approach to all situations to create a positive working environment
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Ability to complete duties independently and seek out own answers and solutions
• Meticulous attention to detail and strong organizational skills

Nice-to-have

• Two years of relevant experience in the financial services industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Ability to make a difference and lasting impact
• Variety of assignments
• A strong and diverse team
• Management that supports your work and progression

Job Skills

Additional Job Details

95 BOUL JACQUES CARTIER S:SHERBROOKE

SHERBROOKE

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-09-20

2024-12-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 2 years of experience in the financial services sector
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

95 BOUL JACQUES CARTIER S:SHERBROOKE

SHERBROOKE

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-09

The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

• Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.

• Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning

• Provide attentive and accurate service to clients and respond to their needs

• Assist with upholding IA teams business and client service plan, and client review schedule

• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)

What do you need to succeed?

Must Have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Excellent organizational and multitasking skills—keep track of multiple projects

• Excellent time-management skills, must be able to work under tight deadlines

• Ability to complete duties independently seeking out own answers and solutions

• A professional approach to all situations to create a positive working environment

• Ability to complete duties independently seeking out own answers and solutions

Nice to Have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management

Additional Job Details

274 LYNDEN RD:BRANTFORD

BRANTFORD

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-04

Responsibilities
Tasks
-Coordinate the flow of information
-Interview patients to obtain case histories
-Schedule and confirm appointments
-Complete insurance and other claim forms
-Order supplies and maintain inventory
-Determine and establish office procedures and routines
-Enter and format electronically based medical reports and correspondence and prepare spreadsheets and documents for review
-Initiate and maintain confidential medical files and records
-Prepare draft agendas for meetings and take, transcribe and distribute minutes

Work conditions and physical capabilities
-Fast-paced environment
-Work under pressure
-Attention to detail

Personal suitability
-Accurate
-Client focus
-Flexibility
-Organized

Languages
-English

Education
-Secondary (high) school graduation certificate

Experience
-7 months to less than 1 year

On site
-Work must be completed at the physical location. There is no option to work remotely.

Work setting
-Clinic
-Physician’s office

• Application Deadline: 2025-05-20

Required languages: English

Education level: Secondary (high) school graduation certificate or equivalent experience

Required skills: Efficient interpersonal skills, Flexibility, Organized, Reliability, Team player

Closest intersection: Saddletown Circle

Overview

Overview

Closing Date:

* Position closed at 12:01am on the close date identified below.

12/3/2024