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Reporting to the Service Administration Supervisor, the Service Administration Advisor is responsible for coordinating the Maintenance Work Order administrative process including document control, internal communications, Service Excellence governance and other work order activities.

As the Service Administration Advisor – you will track and provide updates on Maintenance Work Order progress from creation of the service request form, through repair execution to final review activities leading to Work Order closure.

We are seeking individuals who understand the value of customer relationships and providing customer centric solutions.

We look forward to you joining our team!

Job Description:

• Responsible for Service Request process including: account verification, credit approval, review & application of marketing programs, compile product service history, service letters, and Dealer Product Support results
• Verify that Service Request provides clarity to align scope / budget and schedule agreed to in quote
• Provide visibility to any threats or risk to Finning discovered while researching service history, nature of repair, or other factors that disclose a potential of risk to the business; create visibility during repair execution and participate in applicable Key Stakeholder conversations
• Attend Scheduling and PRE/ MID / POST Job meetings, capture action items, document smart action plans and update commitment dates
• Identify & communicate risks such as bid variance, rework, and threats to commitment dates
• Understand & coordinate site training & site access clearances for Finning Service Technicians as required
• Communicate any deficiencies (Labour, 3rd party billing, check sheets, service reports, parts returns / core credits) and follow up on completion
• Initiate closure documentation and job closure activities as per checklist ensuring that the Work Order is complete

Qualifications:

• Degree or Diploma with focus on Business, Accounting or Administrative preferred
• Solid understanding of project management:  scope, schedule, budget, risk, communication, change management and stakeholder management
• Excellent communication skills, both verbal and written
• Service-oriented mindset, attention to detail and the ability to adjust priorities to match urgency
• Knowledge of document control, billing, repair, and work order processes is beneficial
• Performing a similar role in a Dealership or Coordination Role in Construction / Oilfield / Forestry / Marine or Site / Field Administrator is an asset

Note:

• This position is based out of our Red Deer location
• Permanent, full-time role
• Competitive salary, pension, and benefits
• Employee Share Purchase Plan and RRSP options
• Paid vacation

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. 

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication in

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

204 1 AVE S:LETHBRIDGE

LETHBRIDGE

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-14

2024-06-28

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 

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.

This position works in a fast-paced warehouse environment. He/She has an understanding of general warehouse and office procedures. This position has the ability to communicate effectively, solve intermediate level problems, assist with basic research, and demonstrate effective time management skills.

Responsibilities:

• Performs general office duties, i.e. answering telephone, data entry, filing, etc.
• Prepares reports and presentations.
• Prepares and/or coordinates information for internal use and distribution.
• Performs various ad hoc tasks.
• Provides coverage in other departments, during fluctuations in volume, vacation coverage or leave of absence coverage and as required by business needs.

Qualifications:

• HS Diploma, GED, or International equivalent
• Minimum of six-months' office support experience
• Demonstrates ability to handle multiple tasks in a fast-paced environment under supervision with a high attention to detail
• Effective oral/written communication, problem solving, basic research, and time management skills
• Proficiency in Microsoft Office (Word, Excel, and Outlook)
• Accurate and rapid data entry

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

You’re flexible, detail-oriented, tech-savvy and people-savvy. You know your way around basic office software and have experience with core administrative functions like payroll and scheduling. As an Administrative Support IV - Scheduler, you will provide vital support to multiple programs within the South Zone. The Scheduler will use the Environment for Scheduling Personnel (ESP) scheduling application program and work within established staff scheduling processes to complete complex and often urgent staff scheduling tasks within short timelines. Attention to detail is crucial. You will need to adapt to frequent interruptions and shifting priorities as you ensure that employees are scheduled appropriately, and employee pay data is captured in accordance with AHS policies, procedures, and collective agreement provisions. Your technical and interpersonal communication skills enable you to provide outstanding customer service to valued clients and help with training and orientation of new staff. As the successful Scheduler your key responsibilities will include: filling pre-booked and immediate shifts that result from staff vacation, leave of absence, illness and education leave, anticipating staffing needs and informing managers of shifts that require further attention, entering data for payroll, providing scheduling reports, detailing records and compiling/providing statistical information. Your people skills will be key in developing trusted relationships, effective interdisciplinary communication with clients and prioritizing with a patient focused mindset. Schedulers will be assigned to support South Zone. Staff work at the Staffing Service Centre between 0515 to 2345 with set rotations within those hours. In this role, you will make a difference as you ensure we have the people in place to provide essential patient care.

Description:

As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or program.

The AHS ID Specialist is responsible for working directly with clients, across the MH & A continuum of care, who require Alberta Personal Health Care or Alberta Identification Cards. The ID Specialist engages with multi-provincial and federal ministries, federal organizations, agencies and community resources, to confirm a client’s, identity, Provincial residency and legal entitlement to remain in Canada. The ID Specialist’s role and responsibilities will: Provide initial screening at intake to assess client’s ID needs and determine types of service/process to be employed. This is done by gathering and documenting client information. Engage and maintain ongoing liaisons with multi-provincial and federal ministries, federal organizations, agencies and community resources necessary to obtain and/or confirm client identifying information. Meet clients at Service Alberta Registries to assist clients with final step of the ID process. Review client records for changes in status so that current IDs may be maintained; schedule follow-up meetings when IDs are expired. Maintain caseload and paperwork for straightforward and complex cases. Set up meetings/connections to provide virtual client assistance. Ensure that proper current consents are on file. Communicate oral or written client identifying information, with client consent, necessary for inter-professional staff to initiate referrals to follow-up services for client in active treatment.

Description:

As an Administrative Support IV, you will require advanced administrative or specialized skills and knowledge to support complex procedures, practices and initiatives within a department or program.

This is an interview position.

To sell FedEx Services to both 'new' and 'existing' customers (primary focus: existing and net new potential in excess of $75.00/day average net revenue) with the key deliverable of achieving assigned territory revenue objectives (as measured and determined by FedEx).

KNOWLEDGE, SKILLS, AND ABILITIES

Bachelor's Degree or Equivalent

Sales - 2 years - business to business sales experience (industry specific preferred)

Microsoft Word - Basic

Microsoft Outlook - Basic

Microsoft Power Point - Basic

Microsoft Excel - Basic

DISCLAIMER

This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. The incumbent of this position is expected to perform all other duties as assigned, must be able to complete and achieve minimum thresholds on any mandatory testing and training, must be able to operate in a PC windows environment, have the ability to successfully complete all recurrence training and maintain annual accreditations where applicable and work varying shifts based on business needs. If the incumbent resides in the province of Quebec, you must be bilingual (French and English). In addition to the usual factors used in the selection process, all candidates for positions that require driving as a core competency require a valid driver's license (e.g. Class 5,G, or 1[AZ]) and a driving record with two or fewer violations and/or accidents in the 24 months prior to the date of application. Further, candidates will be assessed through careful consideration of:

1. their current driver's abstract;
2. their performance during application interviews; and
3. their performance on any driver competency assessments administered

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: Candidates should have experience of 7 months to less than 1 year

Location: 6209 Healey Road Caledon East, ON L7C 0X1

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• • The candidates should be able to train other workers and record/prepare minutes of meetings, seminars, and conferences

• The candidates should be able to determine and establish office procedures and routines, schedule/confirm appointments, and answer the telephone while relaying calls and messages
• The candidates should be able to compile data, statistics, and other information, order office supplies, and maintain inventory
• The candidates should be able to greet people, direct them to contacts or service areas, and open/distribute regular and electronic incoming mail while coordinating the flow of information
• The candidates should be able to set up and maintain manual and computerized information filing systems, type/proofread correspondence, forms, and other documents, and manage contracts
• The candidates should be able to establish and implement policies and procedures, assign/coordinate/review projects and programs, and perform data entry
• The candidates should be able to provide customer service and plan, organize, direct, control, and evaluate daily operations

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Pay Grade:  CL 18  

Salary Range:  $1,684.00 - $1,884.17 Bi-Weekly

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 7 months

Responsibilities:

• The candidates should be able to arrange and co-ordinate seminars, conferences, etc.
• The candidates should be able to schedule and confirm appointments, answer telephone and relay telephone calls and messages, answer electronic enquiries
• The candidates should be able to order office supplies and maintain inventory, greet people and direct them to contacts or service areas
• The candidates should be able to open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information
• The candidates should be able to set up and maintain manual and computerized information filing systems, type and proofread correspondence, forms and other documents

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
[email protected]