The Assistant Branch Coordinator is responsible for supporting the branch management team in achieving excellent results through efficient operations and administration. They may also be required to provide support to the Branch Systems Administrator.

Is this position right for you? For this position, you will need to

1. Participate in support staff management activities:

• Resolve issues that have been brought to his attention
• Regularly recognize the quality of employees' work
• Act as a resource person who can provide information, names and instructions regarding questions and escalation of issues

2. Assist the branch management team:

• Complete all administrative tasks, including filing, storing and distributing reports
• Process all charges and follow up on outstanding issues
• Build spreadsheets and maintain databases as needed
• Carry out new broadcasts or assist management in doing so
• Compile documents relating to compliance issues
• Coordinate and monitor daily and monthly supervision requests as directed by the Branch Manager
• Maintain compliance-related spreadsheets (insiders and clients holding controlling interests, among others)
• Complete and submit the monthly error report
• Maintain the research report distribution system
• Assist in the execution and implementation of processes to ensure compliance with company policies and industry regulations
• Administer customer accounts in branch (house accounts)
• Coordinate the maintenance of facilities
• Schedule branch meetings, which may include external speakers
• Assist with interviews with support staff
• Ensure the quality and efficiency of branch activities
• Welcome new experienced advisors and their team, acting as a resource person and liaison officer
• Work to resolve system issues that have been escalated to the branch systems administrator

3. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan

Do you have the skills to succeed in this position? We would be happy to work with you if you meet the following requirements: 

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Ability to multitask
• Knowledge of Microsoft software: Word, Excel and PowerPoint
• Experience in the sector
• Post-secondary education
• Investment Representative (IR) license is an asset or obtaining the license within 15 months of hire, which includes:
  • Canadian Securities Course (CSC),
  • Course on the Manual on Standards of Conduct (MSC)
  • Training courses for investment representatives
  • ScotiaMcLeod 30-Day In-House Training Program

What do you have to gain from it?

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

Location(s): Canada : Quebec : Montreal

Job ID: 2765 

Openings: 1 

Jurisdiction: Out of Scope 

Division: Corporate Services 

Department: People & Organizational Culture 

Branch: Client Services & Labour Relations 

Location Name: Regina, Saskatchewan, CA 

Type of Posting: Internal & External

Employment Type: Permanent

Annual Salary: $44,571.00 - $57,386.00 

Date Posted: March 26, 2025

Closing Date: April 1st, 2025

Land Acknowledgement

We are proud to reside on Treaty 4 Territory and the traditional lands of the Cree, Saulteaux, Dakota, Nakota, Lakota, and Métis Nation, honoring and respecting these Nations and ancestors of this territory and grateful to be here. Regina is committed to building trust and creating true partnerships with Indigenous peoples. 

Equity, Diversity & Inclusion

The City of Regina is an equal opportunities employer dedicated to fostering a respectful, collaborative, inclusive, and barrier-free workplace, allowing everyone to achieve their full potential. We value diversity as a key to our success and encourage all qualified candidates, including Indigenous peoples, people of color, 2SLGBTQIAP+ individuals of all genders, persons of disabilities, and members of equity-seeking communities, to apply.

The City of Regina is committed to ensure accessible and accommodating processes during the application and selection phases. If you need accommodation at any point during the recruitment process, please inform our Talent team and we'll collaborate with you to address your requirements.

Additional Requirements:

• Successful candidates may be required to provide a satisfactory criminal record check per the City of Regina's Criminal Record Check Policy.
• Proof of education is required.
• Additional assessments may be conducted to evaluate competencies, skills, and knowledge.

Overview

Overview

Overview

Overview

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 (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 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.

• You're fluent in French and English to support business operations outside of Quebec, Canada.

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

QC-Montréal, 600 De Maisonneuve W Blvd, Suite 3050

Employment Type

Regular

Weekly Hours

37.5

Skills

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

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBEP
#EP1

#LI-Hybrid

Overview

Administrative Coordinator

Full-time

Edmonton, AB (In-person)

Shift: Sunday to Thursday, 9:00pm to 5:00am

The Administrative Coordinator is responsible for ensuring accurate and timely processing of invoices, identifying process improvements, prioritizing and contributing to the resolution of reoccurring issues while delivering on assigned objectives. This position is responsible for customer service, booking appointments, processing brokers’ pay and other administrative projects.

How You’ll Help: 

• Interpret Bill of Lading/POD information and accurately update the AS400/Centerline System to create and/or revise an existing probill.
• Rate and Audit the rates to ensure billing is accurately invoiced
• Assign the accurate bill to customer in the AS400/Centerline System
• Release and/or update errors with EDI (Electronic Data Interchange) files into Billing Queue
• Scan and index Bills of Lading and Proof of Delivery documentation into DataMagine/Server
• Extract various reports from the AS400/Centerline system, validate information for accuracy and action items as required
• Generate and distribute invoices and/or supporting documents via mail, email and web portals
• Release invoices from system within established guidelines
• Contact customer to validate email/mailing address and/or discuss invoice options, as required
• Validate, create and/or update Customer Master accounts and set invoice options according to established protocols
• Track non-standard customer invoice requirements
• Escalate issues within established guidelines to ensure accurate invoicing
• Investigate reoccurring invoice issues to get to the root cause. Work with all levels of the business, as well as, external customers to implement sustainable solutions
• Collaborate across internal departments to ensure invoices are created/updated accurately within the timelines set forth by the business
• Maintain positive customer relationships; both internally and externally
• Exhibit leadership at all times, be accessible and approachable to all Billing Team members
• Other related duties may be required to support the Administration Team

Your Skills and Experience:

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Minimum one year experience in an office environment
• Previous Transportation experience is preferred
• A suitable combination of education and experience may be considered
• Excellent verbal and written communication skills
• Computer skills – accuracy, MS products; AS400 experience, an asset. Must possess the ability to learn new software
• Demonstrated interpersonal and customer relationship skills
• Strong analytical and problem solving skills, particularly numerical
• Detail orientated with the ability to work accurately in a high volume, fast paced environment.

Job ID: 54901

• Job Category: Administrative
• Division & Section: Development & Growth Services, Housing Development Office
• Work Location: City Hall, 100 Queen Street
• Job Type & Duration: Full-time, Temporary (24 months)
• Salary: $72,588.00 - $92,853.00, TX0002, Wage Grade 5.0
• Shift Information: Monday to Friday, 35 hours per week
• Affiliation: Non-Union
• Number of Positions Open: 1 
• Posting Period: 26-Mar-2025 to 09-Apr-2025

Job Description

Are you a detail-oriented, organized individual who thrives in a challenging role? If so, consider this exceptional temporary, full-time opportunities with the Housing Development Office, Development and Growth Services.

You will work in a senior-management environment where your executive-level administrative skills will be relied upon daily to deliver top quality support in a fast-paced and complex municipal government setting. Your excellent communication skills, combined with your customer service focus, diplomacy and tact, will ensure you are a valued member of the team that is responsible for the provision of centralized administrative support to the Executive Director of the Housing Development Office. The Housing Development Office brings a singular focus to City-led and City-supported housing development, and strengthens coordination between the City, CreateTO and Toronto Community Housing Corporation (TCHC) to achieve the City's housing goals with priority to affordable housing.

Recognized as one of Canada's Top 100 Employers, the City of Toronto promotes professional development and is committed to providing opportunities to lead, learn and grow. We value integrity, reliability, and fairness, and we embrace the diversity of the people we work with and serve.

Major Responsibilities:

Your primary responsibilities as an Administrative Assistant 1 will focus on providing support to senior leadership on key corporate initiatives, governance, Council/Committee agenda management and protocol, as well as the interpretation or application of corporate / service area policies and procedures. In doing so, you will assist with the day-to-day management, operations and coordination of complex projects and programs in the Housing Development Office.

Office Administration

• Provides senior level administrative support, advice and guidance on key initiatives and policies. Reviews and directs incoming correspondence, telephone calls and initiates responses.
• Manages and schedules daily appointments and activities; arranges meetings and business travel. Recognizes priorities and organizes the daily schedule accordingly.
• Coordinates daily administrative operation by organizing workload priorities. Provides effective work direction, training and guidance and acts as a resource to support staff as required.
• Handles, prioritizes and/or redirects inquires and/or provides information and guidance to staff, Mayor’s office and Councilors, clients, the public, the media, agencies, union representatives and other levels of government, utilizing specialized knowledge of corporate policies, regulations, and protocols.
• Ensures and checks the efficient and correct preparation and processing of documents in accordance with appropriate policies and legislation. Ensures conformity with regulations, statutes, by-laws, agreements, policies and procedures. Applies and checks layout and formatting guidelines. Proofreads own and others material.
• Performs highly independent, specialized administrative tasks, including preparation, research, investigation, review, reconciliation, control and co-ordination of various documentation and processes.
• Maintains strict confidentiality at all times. Coordinates meetings, special events, schedules, workshops, grievances, labour-management meetings, food services, and staff attendance at conferences.
• Prepares agendas, takes/transcribes minutes and follows-up on action required.
• Operates computers utilizing and manipulating a variety of desktop applications and corporate systems. Prepares presentation material on various software, including PowerPoint.
• Organizes and maintains up to date manuals such as Council and corporate administrative policies and guidelines.
• Maintains continuous awareness of the City operations, administrative policies and procedures. Monitors administrative processes of the office to ensure adherence to relevant City policies and efficient operations.
• Coordinates the development and implementation of secretarial and administrative standards and procedures.
• Attends various meetings, events, and acts as the unit representative when required.
• Works closely and provides back-up support to the administrative team in the Office of the Deputy City Manager, Development and Growth Services.

Human Resources and Financial Management

• Checks and ensures the preparation of the recruitment and organizational change documents are in accordance with Corporate and service area policies.
• Maintains staffing and recruitment information and documentation.
• Prepares and processes documents of a confidential labour relations nature, such as notes regarding disciplinary action, documents pertaining to grievances and arbitration, letters of discipline, contingency planning, position termination, restructuring and downsizing initiatives. Assists in the co-ordination of service area labour disruption plans, as required.
• Managers PCard usage, maintains receipts and coordinates submissions to ensure reconciliation of business expenses.
• Monitors, tracks, and reports attendance.

Communications and Issues Management

• Receives and provides initial response including initial data collection related to telephone calls, email and correspondence from the general public and staff and refers for appropriate action.
• Responds to, and helps resolve, issues raised by staff, internal and external stakeholders, and the public.
• Receives Fraud and Waste, Ombudsman, Auditor General, Internal Audit and other matters on behalf of the Office and refers to the appropriate Section or Unit for Action. Monitors and tracks responses.
• Coordinates tier one responses to enquiries about Freedom of Information and protection of personal privacy from Members of Council, the Information and Privacy Commission, the media, senior City staff and the public.
• Prepares and co-ordinates communication material within the Division, including newsletters, bulletins, notices and flyers.

Council and Committee Agenda Management

• Monitors all key reports required for committees and council and ensures deadlines are met. Annotates and reviews Council agendas and flags items that will impact on Division operations. Identifies issues and initiates responses.
• Maintains awareness of municipal matters while acting with discretion on all confidential matters.

Reporting and Record-Keeping

• Administers, prepares, processes and composes documents, routine reports, statistical summaries and reports requiring considerable judgement in the interpretation and application of regulations and practices. Prepares complex calculations and analysis of data. Monitors expenses and participates in compiling data for forecasting and budgeting. Prepares correspondence.
• Coordinates all reports and administrative information, monthly work plan updates and corporate responsibilities including Human Resources, Health and Safety and prepares the documentation to meet legislative requirements in alignment with established policies and procedures.
• Develops, operates and maintains an effective record/retrieval system for the office.

Key Qualifications

1. Extensive experience providing administrative support to senior management, handling a broad range of administrative matters, standard office practices and procedures.
2. Considerable experience in planning and organizing appointments, meetings, conferences, and special events in a fast-paced environment, including the preparation of meeting minutes and identifying items for follow-up.
3. Considerable experience in the preparation and drafting of standard correspondence and reports, editing the layout and formatting of complex reports, presentations, correspondence, charts and tables.
4. Considerable experience preparing agendas, taking minutes at meetings, and identifying items for follow up
5. Extensive experience utilizing a variety of software packages (i.e. Microsoft Word, Excel, PowerPoint, Outlook, etc.).
6. Experience working with confidential materials/information for senior management staff.
7. Experience annotating and/or summarizing complex data, reports, briefing notes and/or committee/council reports.
8. Strong analytical and problem-solving skills.
9. Ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions that are timely and in the best interests of the Division.
10. Excellent organizational and time management skills, including attention to detail, ability to set priorities, meet deadlines and work effectively with minimal supervision, deal with conflicting priorities and work demands.
11. Considerable knowledge of municipal operations that may include but is not limited to council proceedings and Freedom of Information.
12. Ability to work independently, in a politically sensitive environment, using sound judgement.
13. Ability to provide work direction to other support staff.
14. Ability to research and prepare information in a timely manner.
15. Ability to implement effective administrative work procedures and maintain an organized office in a fast-paced and complex executive office.
16. Highly developed customer service and interpersonal skills. Ability to deliver excellent customer service at all levels and with external partners and stakeholders.
17. Excellent communication skills, both orally and in writing. A strong command of grammar and writing skills for the purpose of proof reading and editing.
18. Ability to work beyond normal business hours and flexible hours including weekends and evenings when necessary.
19. Must be resourceful, adaptable and possess a high degree of initiative.
20. Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

Hybrid Work Program

The City of Toronto's Workplace Modernization Program is re-imagining how we work in our workplace. Its vision is to provide flexibility to our employees around how we work and where we work. It will also support a better work-life balance, improved job satisfaction and employee engagement. Improving the work experience is at the core of this program and everyone plays a significant role in its realization. We have introduced the Hybrid Work Program which supports a more modern and flexible way of working. The hybrid approach will allow us to keep the best of remote work while integrating the important aspects of in-person collaboration and teamwork.