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The Operations Analyst is a is primarily responsible for the day-to-day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.

Key deliverables

Operations. Data management. Collaboration Optimization.

• Primary operational contact for teams directly servicing & supporting clients.

• Execute operational activities ensuring internal control structures and oversight are in place for data integrity.

• Implement reconciliations as an operational control of processes, audit requirements and data integrity.

• Action data, error, and troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.

• Collaborate to ensure client data issues are identified and addressed in a timely manner.

• Test data throughout vendor system changes and ensure the client impact is fully documented.

• Create and keep standard operating procedures up to date.

• Collaborate with the PM’s & Client Service Managers to ensure we are addressing client data concerns

• Generate store quarterly client reports, year end tax packages (quarterly & annually) and additional reports upon request.

• Update procedures and develop new ones for optimal client experience from a data access and accuracy standpoint.

• Troubleshoot, data output and reporting deficiencies and errors.

• Be a super user for all applications to be able to provide training and support to new and current operations team members.

• Support with various projects to ensure overall success of operations.

Successful incumbent

Client centric focus. Support the delivery of outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Data skilled & analytically savvy. Demonstrated comfort with the effective & efficient optimization of data & relationships while practicing proactive data management in a highly focused environment.

Collaborative. Demonstrated ability to build and maintain effective relationships to accomplish both individual and team goals aligned with the strategic direction of CWB.

Optimizer. Commitment to working within and contributing to continuous improvement of defined processes & service delivery.

Organizer & time management expert. You have the knack to effectively manage several priorities simultaneously in a high volume, fast paced, team-oriented environment with a keen eye for accurate details.

Problem solving. You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills – making sound decisions, relying on your confidence to assess complex scenarios.

A true #tealmate. Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together.

Core knowledge requirements

• Post Secondary degree in accounting, finance or business – equivalent experience considered.

• Canadian Securities Course completion or equivalent would be an asset.

Demonstrated experience

• Three plus years experience in wealth management or the investment industry.

Weekly Hours: 40 

Posting Period: 16-OCT-2024 to 30-OCT-2024 

Are you driven to make tangible impacts towards housing security for vulnerable Torontonians? Do you enjoy working in a fast-paced environment, and want to play an integral role in contributing to the City's HousingTO 2020-2030 Action Plan? If this sounds like you, we encourage you to come join our growing team of housing professionals in the Housing Secretariat Division.

Working to enhance the health of Toronto's residents, neighbourhoods, economy, and environment, the Housing Stability Services section delivers funding and incentives, and develops innovative housing solutions to create and maintain safe affordable rental housing for lower-income residents in the following areas:

Community Housing Administration: Develops relationships with housing providers and their partners to ensure appropriate access, contractual compliance and operational sustainability. Provides advice and support regarding the independent operation of housing providers to their Boards and staff.

Housing Benefits and Supports: Responsible for the City’s implementation and oversightof a range of housing benefit and rent supplement programs in coordination with other levels of government, providing specialized administrative support services for the management of a portfolio of households, service agencies, community partners and private landlords.

City Housing Corporations Relationship Unit: Maintains the City's relationship with housing corporations such as Toronto Community Housing Corporation, and Toronto Seniors Housing Corporation by providing service manager oversight, relationship management, and strategic support.

Operations Support: Delivers value-added services and supports by focusing on data management, program and policy development, communications, and training.

Major Responsibilities:

The primary functions associated with this position include but are not limited to:

• Contribute to the development of, and implements policies, programs and service plans to operationalize housing initiatives delivered by Housing Stability Services.
• Monitor and evaluate the quality of service delivery to ensure that the City's interests, including improved outcomes for clients, are met by building and maintaining effective working relationships with community partners.
• Monitor processes and programs to ensure effective and coordinated program service delivery, by gathering and coordinating information from various sources, within and outside the Division, to support the reporting and assessment of housing programs.
• Act as the point of contact for community partners providing information, education and support on processes, policies and ongoing impact of service delivery.
• Monitor and oversee the administration of housing providers and service agencies and lead the required reporting
• Collaborates and leads with other management staff to develop and monitor program goals and objectives, including ensuring the program design and requirements of service agreements with housing providers and service agencies are met.
• Lead /support community engagement, communication and, relationship management to build capacity among service providers to ensure the user experience is integrated into program development.
• Represent the Housing Secretariat on stakeholder advisory groups with Divisional committees and external communities.
• Monitor and analyze changing community needs, trends and evolving issues for the purpose of identifying necessary operational policy revisions and development.
• Use a variety of change management tools to develop, promote and operationalize progressive changes to programs.
• Undertake projects as assigned including pilots, demonstrations and applied and evaluative research projects.

Key Qualifications:

1. Post-secondary education in a social science, community development, social work, or public administration discipline or an equivalent combination of related education and experience.
2. Experience in the planning, development and implementation of housing-related programs and policies.
3. Experience managing administrative and financial activities associated with institutional operations, ensuring compliance with divisional and legislative guidelines and policies through continuous monitoring and evaluation.
4. Experience in engaging and developing partnerships with key stakeholders, including but not limited to other levels of government, community agencies, housing providers, staff, and clients.
5. Ability to effectively direct and motivate project staff teams.
6. Highly developed conflict resolution, problem solving, facilitation, and communication skills.
7. Good judgement in public relations with the ability to effectively manage communications to community and government agencies, committees and coalitions.
8. Knowledge of effective methodologies for data collection and analysis.
9. Ability to work effectively with electronic spreadsheets, word processing, and presentation software.
10. Ability to effectively communicate, both orally and in writing, at a supervisory level.
11. Knowledge of current issues and trends in homelessness, affordable and social housing, social work, mental health, addiction, community funding, municipal trends and policies.
12. Knowledge of Collective Agreements, Occupational Health and Safety Act, MFIPPA, and other relevant legislation.

Package Operations Clerks are part-time and permanent 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.

Package 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 (Near YVR)*

• Shift: Monday to Friday; 6:00AM - 11:00AM

* The location of the package centre may not be regularly accessible by public transit during the available shifts. A secure form of transportation may be needed. Please check transit availability prior to committing with a shift.

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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.

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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 (30-kg) unassisted, on an occasional basis

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What we offer:

UPS offers a competitive compensation package which includes benefit options including health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

Our employee benefits include the following:

• Training and Development: UPS provides full training for all positions to ensure safety and compliance to policies and regulations;

• Weekly Compensation: Employees are paid on a weekly basis, every Friday;

• Generous Benefits Package: All UPS employees have extended health, dental, and vision benefits;

• Promotion From Within: UPS is a globally known brand and has expanded in many countries and so UPS offers lots of room for advancement in many areas of the business;

• Employee Discounts: All UPS employees have the chance to take advantage in employee discounts when purchasing UPS merchandise and other brands;

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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.

UPS offers a competitive compensation package which includes benefit options inclusive of health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

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.

End Date: October 19, 2024 (3 days left to apply)

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The base salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

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.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2025-04-30

Job Location

Vancouver-1055 Dunsmuir-2500

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

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

Overview

Overview

Main Purpose and Function

Reporting to the Manager of Executive Administration, the Administrative Assistant supports the Engineering Executive Leadership Team and is responsible for providing an extensive range of confidential, sensitive and high level of administrative support, ranging from complex to routine, in a fast-paced environment

At this time, this position will work a minimum of 2 days per week in office.

Specific Duties and Responsibilities

• Plans, organizes and manages the General Manager and Directors’ calendars, priorities, appointments, internal and external meetings workshops and etc.
• Manages the flow/storage of documents and inquires; screens, reviews and edits/proofreads correspondence, emails, telephone calls, voicemails, etc. in accordance with the City’s record management system.
• Handles sensitive and confidential documents, including: budget reports, departmental re-organizational structures, grievances, disciplinary letters, performance or attendance management files, contract negotiations, and council reports.
• Creates and maintains effective workflow and communications.
• Coordinates meetings and logistics (e.g. scheduling attendees, room procurement, equipment, food/refreshments and minute taking/compiling/distribution).
• Drafts correspondence, agendas, minutes, e-mails. 
• Tracks and follows up on correspondence and other types of inquiries ensuring that responses to requests for information from the public, Mayor and Council, and other City departments etc., are completed in a timely manner.
• Organizes efficient and economical travel arrangements, calculating the estimated expenses to be incurred, and preparing necessary documentation.
• Maintains confidential databases; inputs, updates, reviews, extracts, researches and generates reports.   Handles reports from Branches for GM/Director review and signature.
• Prepares, distributes, photocopies, etc., reports, presentations, correspondence, spreadsheets, etc.
• Advises on key issues and concerns regarding: meetings, urgencies, and other priorities and evaluates priority and urgency of issue/request for time and attention of Senior Leadership team, and decides what issues/requests can be delegated to Division/Branch Heads in the organization for appropriate action.
• Liaises with employees, Unions, government officials and legal counsel for information sharing, exchange purposes and complaint management.
• Manages media calls by determining the subject, deadlines, and appropriate follow through.   Prepares Staff Action Forms and Compensation Action Forms, as required.
• Responsible for SAP time entry and reporting and updating personnel files.
• Proved backup/support for other Engineering Services Administrative Assistants.

Qualifications
Education and Experience:

• Completion of Grade 12, supplemented by courses in office administration and sound related experience supporting executive level management, preferably in a public sector environment, or an equivalent combination of education, training and experience. 

Knowledge Skills and Abilities:

• Extensive knowledge of office practices and procedures
• Excellent customer service, communication and interpersonal skills 
• Excellent time management and organizational skills with the ability to effectively and efficiently prioritize actions in response to numerous and diverse demands
• Excellent problem solving and analytical skills
• Proficient in the use software applications and enterprise systems such as MS Office, VanDocs, SharePoint and SAP
• Ability to deal with highly sensitive and confidential information 
• Ability to exercise confidentiality, discretion, diplomacy and tact
• Ability to multi-task, organize and prioritize work, all while under pressure with constant interruptions
• Ability to build and maintain effective working relationships at all levels of the organization and the public
• Ability to work with minimal supervision and exercise initiative.
• Ability to research and analyze a variety of data and issues

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program. 

Business Unit/Department: Engineering Services (1300) 

Affiliation: Exempt 

Employment Type: Temporary Full Time 

Position Start Date: November, 2024 

Position End Date: October, 2026 

Salary Information: Pay Grade RNG-030: $56,567 to $70,714 per annum

Application Close: October 25, 2024

The Administrative Assistant 1 for Toronto Emergency Management will report to the Executive Director and will play a critical role on the team providing senior level administrative support, advice and guidance on key initiatives, policies and organization within the division.

Major Responsibilities:

• Provides senior level administrative support, advice and guidance on key initiatives and policies.
• Reviews and directs incoming correspondence, phone calls, and initiates responses; prepares correspondences and presentation materials.
• Co-ordinates daily administrative operation by organizing workload priorities, including managing and scheduling daily appointments and activities; arranging meetings and business travel and organizing the daily schedule around urgent requests from the Mayor's office, city councillors, and the City Manager as well as department staff.
• Provides effective work direction, training and guidance and acts as a resource to support staff; may direct and train, on a daily basis, clerical support services on divisional processes and procedures.
• Co-ordinates the development and implementation of administrative standards and procedures for the division.
• Receives and provides initial response including initial data collection related to telephone calls and correspondence from clients and staff and refers for appropriate action.
• Addresses and resolves concerns from distressed clients seeking solutions to their issues.
• Prepares and processes documents of a confidential labour relations nature, such as notes regarding disciplinary action, documents pertaining to grievances and arbitrations, letters of discipline, contingency planning, restructuring and downsizing initiatives, position termination; may attend and take minutes at grievance hearings.
• 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.
• Proof-reads own and other's material.
• Monitors all key reports required for committees and council and ensures deadlines are met.
• Reviews council and standing committee agendas and reports, flagging items that will impact on operations and identifies issues and initiates responses.
• Organizes and maintains up-to-date manuals, such as Council and corporate administrative policies and guidelines.
• Participates in the development of communication strategies and prepares and co-ordinates communications material within the department/division including newsletters, bulletins and flyers.
• Co-ordinates and maintains the records management system.
• Handles, prioritizes and/or redirects inquiries and/or provides information and guidance to staff, Mayor's office and councillors, clients, the public, the media, agencies, union representatives and other levels of government, utilizing specialized knowledge of corporate policies, regulations, protocols.
• Performs highly independent, specialized administrative tasks, including, preparation, research, investigation, review, reconciliation, control and co-ordination of various documentation and processes.
• 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.
• Operates computers utilizing and manipulating a variety of desktop applications and corporate systems.
• Attends various meetings, events, hearings in support of the Division Head.
• Co-ordinates meetings, special events, schedules, workshops, grievances, labour-management meetings, food services, printing of conference materials, registration. Takes/transcribes minutes and follows-up taking action when necessary.
• Maintains petty cash.
• Monitors, tracks and reports attendance management.
• Maintains a continuous awareness of corporate and departmental administrative systems and procedures, organizational structure and major activities in order to provide effective administrative assistance.

Key Qualifications:

1. Post-secondary degree or diploma in a relevant discipline or the approved equivalent combination of education and/or related experience.
2. Considerable experience providing administrative support to senior management, including handling a broad range of administrative matters, standard office practices and procedures.
3. Considerable experience in the preparation and drafting of standard correspondence and reports, editing the layout and formatting of complex reports, presentations, correspondence, charts, tables and statements to senior and executive management.
4. Extensive experience preparing agendas, taking minutes at meetings and identifying items for follow up.
5. Considerable experience annotating and/or summarizing complex data, reports, briefing notes and/or committee/council reports.
6. Ability to utilize a variety of software packages (i.e. Microsoft Word, Excel, PowerPoint, Outlook, etc.).
7. Exposure to municipal operations that may also include but not limited to knowledge of legislation, bylaws, policies related to municipal operations.
8. Strong analytical and problem-solving skills in combination with the ability to perform duties under minimal supervision in a politically sensitive environment, using sound judgement and discretion including handling of confidential materials and information.
9. Ability to implement effective administrative work procedures and maintain an organized office in a fast-paced and complex executive office.
10. Excellent organizational and time management skills, including attention to detail, ability to set priorities, meet deadlines and work effectively with minimal supervision, assess situations to determine importance, urgency and risks and make clear decisions or deal with conflicting priorities and work demands.
11. Highly developed customer service and interpersonal skills. Ability to deliver excellent customer service at all levels and with external partners and stakeholders.
12. Excellent oral and written communication skills.
13. Must be resourceful, adaptable and possess a high degree of initiative.
14. Ability to research and prepare information in a timely manner.
15. Ability to work beyond normal business hours and flexible hours including weekends and evenings when necessary.
16. Ability to provide work direction to other support staff.
17. Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.