All jobs within 300 km around Wainwright

Overview

Overview

Overview

Overview

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: 37.5

Weekly Hours: 40 

Schedule: 7am - 3pm Tuesday - Saturday 

The Dispatcher is responsible for dispatching units to pick up and deliver freight, monitor the performance of drivers and ensure customer timelines are adhered to. Part of this job is on efficient utilization, management and performance of our trailer bank Refers, Dry Vans and Long Combination Vehicles allowing the company to efficiently move optimized loads and achieve on-time service to all customers and terminals.

How You’ll Help: 

• Coordinate deliveries, assign pick up requests, and enter line haul orders in the computer. 
• Assign appointment freight deliveries to trucks, manifest shipments, and check for expedited shipments. 
• Answer phones from drivers and customers. 
• Review yard check to ensure freight is not missed and trucks are on schedule. 
• Coordinate drivers to come back for second round of deliveries. 
• Coordinate daily P&D requirements. 
• Monitor driver performance and report finding to manager. 
• Identify areas for improvement and efficiencies. 
• Perform clerical duties for compliance and broker pay as required. 
• Other related duties as may be required.  

Your Skills and Experience: 

• Minimum of secondary education, with preference of post-secondary education (Supply Chain or Logistics Management, or a combination of education and experience. 
• Previous Transportation or operational experience is preferred, various roles within transportation would be beneficial. New graduates or current students are welcome. 
  • Communication skills - advanced
  • Computer skills – accuracy, MS products, AS400, web based programs
  • Demonstrated customer relationship skills
  • Able to work deadlines in high transactional environment
  • Ability to champion business needs in a collaborative manner to colleagues
  • Strong sense of urgency and ability to respond to demands in a calm manner.
  • Exceptional interpersonal and leadership skills to manage demands and resolve issues with drivers, co-workers, etc.
  • Ability to work independently; a self-starter
  • Strong problem solving skills with the ability to implement proactive solutions to support operational demands and efficiencies. 
  • Ability to work a flexible work schedule
  • Results focused

Planning, organizing, and monitoring runs and deliveries in order to ensure the most timely and efficient movement of trucks and to minimize empty miles and wait times.

How You’ll Help

• Identify required loads two to seven days out and organize for greatest efficiency.
• Assign and line up loads and deliveries based on efficiency and information from Brokers.
• Monitor scheduled runs to ensure they are on schedule and advise Brokers, Customer Serivce, and/or Planner in next region of any changes.
• Oversee daily activites of Drivers and addresses issues (e.g. load refusals, late deliveries, poor customer service) with Brokers; escalate issues to Broker Services as required.
• Planners are tasked with the safe on time movement of freight between our customers and our terminal with scheduled and nonscheduled linehaul units 
• Responsible for monitoring loads and trucks in a specific geography prioritizing and planning power to  move loads to destination 
• Communicate with drivers and brokers to execute plan 
• Answering calls, email and other forms of communication to drivers, terminal staff, CSR and other departments.
• Monitor road and weather conditions and initiate required actions in accordance with D&R policy 
• Complete various reports and documents as required
• Be an active part of the Linehaul Team and foster a positive environment of continous improvement 
• Other related duties as may be assigned.

Your Skills & Experience: 

• Post secondary education in logistics or business administration 
• An acceptable combination of education and training may be considered
• Minimum of 3 years experience in a time sensitive, planning and organizing role, preferable in the transportation industry.
• Highly organized with exceptional ability to multitask and stay on top of current status
• Sense of urgency and responsive to changes in a timely and efficient manner
• Strong problem solving skills
• Excellent communication skills (verbal and written)
• Strong computer skills, including MS Word, Excel and Outlook; experience with AS400 an asset
•  English required

The Outside Sales Representative maintains strong customer relationships with existing customers while developing new customer potential by offering professional, effective and efficient solutions. The incumbent promotes and sells existing and new products to meet branch sales objectives and achieve sales results. Directs and supervises branch employees.

KEY RESPONSIBILITIES

• Communicates with existing customers to secure continuing sales and maintain strong customer relationships;
• Optimizes the existing customer base by promoting and selling existing and new products and services to our customers;
• Offers professional, effective and efficient solutions to customer inquiries;
• Provide quotations, technical support, literature, and other support/materials for customers;
• Develops new customer potential by examining market opportunities and potential customer needs, tailoring products and services, and selling solutions to potential customers;
• Providing direction, training, coaching and leadership to branch employees;
• Communicates customer concerns on inventory and delivery so that customer loyalty is maintained and patterns continually evolve with customers changing requirements;
• Participates in setting branch sales objectives and is accountable for achieving sales results (revenue, gross margin, account targets and monthly sales quotas);
• Advises the branches of pricing competitiveness to achieve margin expectations while, at the same time, ensuring flexibility in gaining large volume and/or new customer accounts
• Pro-actively communicates with Branch management on all aspects of customer alliances ensuring customers and branch expectations are met in a manner consistent with contract terms and any issues are immediately addressed;
• Provides feedback and recommendations on new products, services, and market conditions to customers, and branch management
• Participates in trade shows, training and associated product meetings where appropriate
   

 KNOWLEDGE REQUIREMENTS

• Post Secondary education in Business Administration or a related discipline
• A minimum of five (5) to seven (7) years experience in a similar role, preferably within the wholesale distribution industry
• Demonstrated ability to lead and build a successful team;
• Knowledge of Waterworks industry products is required;
• Demonstrated sales and cold-calling experience, ideally within the industry;
• Consistently meeting deadlines within a fast paced work environment and works effectively within time constraints
• Strong ability to work independently to efficiently manage the assigned territory and accounts;
• Ability to develop and maintain strong relationships;
• Demonstrated initiative with the ability to work in a collaborative team based environment;
• Highly organized in prioritizing work and multi-tasking;
• Fluency in both French and English would be an asset;