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Overview

Overview

Overview

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
• Already 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.

Our Inside Sales position is a crucial member of our inside team. They have the privilege of building strong relationships with each customer and are the primary contact for placing orders for delivery. They work closely with our Outside Team and Warehouse team to ensure deliveries are both executed and communicated properly to everyone involved in the shipping process.

What’s in it for you?

• Full health care benefits starting day one. 
• Career development and training opportunities
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package.
• Life insurance, disability and wellness programs
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Responsible for completing the order process which includes offering pricing terms according to established margins; sourcing of additional products; and generating sales orders.
• Enter quotations and orders into the system with accuracy in a timely manner.
• Provide customers with accurate pricing, inventory, and specific delivery information.
• Build and maintain relationships with new and existing customers by phone or email with the intention of cultivating additional business.
• Prepare quotations and process orders on behalf of outside sales staff.
• Respond to customers’ requests and inquiries in a timely manner.
• Achieve sales targets and objectives as set out by Management by promoting and or upselling products.
• Adhere to company safety policies and regulations

What you will bring:

• Previous Inside Sales related industry (Plumbing & HVAC/R) experience is preferred
• General computer skills including Microsoft Office required, knowledge of AS400 system would be an asset.
• High level of commitment to exceptional customer service.
• Demonstrated initiative with the ability to work independently as well as in a collaborative team-based environment.
• Highly organized in prioritizing work and multi-tasking on a regular basis

Salary Range: $58,000 - $63,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

Our Inside Sales position is a crucial member of our inside team. They have the privilege of building strong relationships with each customer and are the primary contact for placing orders for delivery. They work closely with our Outside Team and Warehouse team to ensure deliveries are both executed and communicated properly to everyone involved in the shipping process.

What’s in it for you?

• Full health care benefits starting day one. 
• Career development and training opportunities
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package.
• Life insurance, disability and wellness programs
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Responsible for completing the order process which includes offering pricing terms according to established margins; sourcing of additional products; and generating sales orders.
• Enter quotations and orders into the system with accuracy in a timely manner.
• Provide customers with accurate pricing, inventory, and specific delivery information.
• Build and maintain relationships with new and existing customers by phone or email with the intention of cultivating additional business.
• Prepare quotations and process orders on behalf of outside sales staff.
• Respond to customers’ requests and inquiries in a timely manner.
• Achieve sales targets and objectives as set out by Management by promoting and or upselling products.
• Adhere to company safety policies and regulations

What you will bring:

• Previous Inside Sales related industry (Plumbing & HVAC/R) experience is preferred
• General computer skills including Microsoft Office required, knowledge of AS400 system would be an asset.
• High level of commitment to exceptional customer service.
• Demonstrated initiative with the ability to work independently as well as in a collaborative team-based environment.
• Highly organized in prioritizing work and multi-tasking on a regular basis

Salary Range: $58,000 - $63,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

• Oversee the efficiency of day-to-day operations

• Fulfill administrative duties: Printing, packaging ,and mailing of client reports

• Manage specialist calendars and meeting materials

• Complete monthly expense reports

• Maintain and order equipment and supplies

• Manage files and records, and complete travel arrangements

• Assist with preparations for business seminars and special events  

What do you need to succeed?

Must have:

• A minimum of two years of experience in a similar position in the financial industry

• Strong working knowledge of Microsoft Office

• Effective written, verbal and electronic communication skills

• Self-motivated and able to work with minimal supervision

• Ability to work effectively with others and be perceived as a team player

• Ability to work under pressure to meet deadlines

• Good attention to detail

• Strong time management skills

Nice to have:

• IFIC

• CSC

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 world-class training program in financial services

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

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact  

Job Skills

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

Additional Job Details

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

VANCOUVER

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-10-02

2024-10-31

What is the opportunity?

Job Skills

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

Additional Job Details

2701 HWY 6:VERNON

VERNON

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-09-06

2024-10-19

Every member of our warehouse team is an integral part of our business. They ensure every order is staged and delivered to our customers in a timely manner while helping maintain our Warehousing cleanliness and inventory.

What’s in it for you?

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Load and unload product in a timely manner to meet delivery deadlines and customer commitments
• Receive incoming shipments and checking for accuracy
• Put away product to correct areas in the warehouse in a timely manner
• Pick, pack and ship customer orders, including preparing documentation for shipment
• Liaise with freight companies and inside/outside customers to determine shipping priorities
• Ensure good housekeeping and safety procedures are maintained in the warehouse

What you will bring:

• Previous warehouse experience required
• Knowledge of industry (Plumbing and or HVAC) products is an asset
• General basic computer skills including Microsoft Office is required
• Exceptional customer service and communication skills
• Must be dependable and reliable and willing to take initiative
• Able to lift up to 50lbs pounds

Salary Range: $43,000 - $45,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.