All jobs within 200 km around Innisfil in Administrative Jobs

11/29/2024

Address:

90 Collier Street

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$31,600.00 - $46,200.00

• Location: 1 Big Bay Point Road, Barrie, ON L4N 8M5, Canada

Supports station/call centre operations and management in all aspects of business and office procedures including liaison with internal and external customers, suppliers and employees. Co-ordinates all administrative aspects of the station/call centre and directly assists senior manager in achievement of departmental goals.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

Good communication (verbal/written), interpersonal and organizational skills required.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/educational equivalent with secretarial courses or business college training preferred.

Two (2) years experience in a customer contact environment of which one (1) year is in a secretarial/administrative role.

Standard level MS Excel, Word. PowerPoint is preferred.

Good communication (verbal/written), interpersonal and organizational skills required.

Preferred Qualifications:Shift: Monday to Friday: 8 am to 1 pm

Additional Details:Barrie Part Time Ops Agent Admin

As a Branch Administrator you will be responsible for contributing to the overall success of the branch by ensuring a high level of client service achieved by effective operations and administrative efficiencies. 
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:
Foster and develop a strong and positive team environment, driving employee empowerment, innovation, and a high degree of engagement

• Effectively manage all administrative areas of branch operations
• Oversee the hiring, training, scheduling, supervision, and performance management of all support staff in the branch
• Oversee all transactional banking functions
• Consistently demonstrate high levels of internal and external client service
• Adhere to compliance and audit requirements and maintenance of branch profitability

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Experience managing a team
• Willingness to complete Investment Representative training through CIRO
• Excellent verbal and written communication skills 
• Exceptional client service skills
• Meticulous attention to detail and excellent time management skills

WHATS 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

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

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.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

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

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

19 FRONT ST N:ORILLIA

ORILLIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-02

Apply By: Thursday, May 2, 2024 11:59 pm EDT

What can I expect to do in this role?

Provide clerical and administrative support ensuring the efficient daily operation of the office, while operating within standard operating policies, procedures, and practices.

How do I qualify?

Mandatory

• Ability to pass an OPP background/ security investigation.

Knowledge, Skills and Abilities:

• Knowledge and skill to utilize the Microsoft's Office Suite (e.g., Word, Excel, PowerPoint, Outlook) to produce correspondence, reports, memoranda, presentations with graphics, and maintain records as well as specific computer programs related to finance, human resources, time capture, and payroll.
• Knowledge of standards and policies related to effective records management.
• Ability to complete all administrative and clerical duties such as preparation of correspondence/presentations/ reports, making purchases and processing expenses.
• Ability to organize and prioritize work/tasks.
• Analytical and problem solving skills to identify and resolve discrepancies relating to attendance credits, invoices and expense claims by referring to administrative procedures or guidelines.
• Oral communication and interpersonal skills to answer telephone calls, greet visitors and to respond to general enquiries about the program area or to transfer calls to appropriate staff and to deal with external contacts for the coordinating of travel, conference and accommodations.
• Ability to exercise sensitivity, tact and diplomacy in handling confidential information and while greeting and responding to requests for information from various individuals.
• Written communication skills to compose a variety of correspondence and reports.

Additional Information:

Interested applicants are encouraged to apply even if they do not meet every requirement in this job posting.

Application Instructions:

Resume / cover letter must be received no later than 11:59 pm on the closing date. Submit quoting WIN ID # (if applicable) and file # 24-053 showing how your qualifications, training and experience relate to the position to: S/Sgt. Laura West - 777 Memorial Ave, Orillia, ON L3V 7V3.

Only those applicants selected for interview will be contacted.

Telephone: 705-329-7664

Email: laura.west@opp.ca

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.

The RBC Dominion Securities branch located in Collingwood is looking for an Administrative Assistant to provide administrative support to a successful and fast growing Advisory Team.  The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Manage all social media, website content and assist with any marketing projects
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages.
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

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 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

Job Skills

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

Additional Job Details

1 1 ST:COLLINGWOOD

COLLINGWOOD

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-28

2024-07-12

What you'll be doing

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 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.

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 Mailbox.careers-carrieres@cibc.com

• 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.

Job Location

Collingwood

Weekly Hours

37.5

Skills

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

Saputo Dairy Products Canada is seeking a passionate Sales Administration Associate to partner with the Sales Team to support the day-to-day account activities and requirements the Food Service and Sales Branch Business Units in an efficient and effective manner.  The person will be responsible for providing high levels of customer service to Foodservice customers and the remote sales team in Ontario. This position is directly responsible for sales to a group of customers managed by the sales office as well as supporting the remote sales team and their customers with sales orders and related administrative tasks. The successful candidate will be a self-starter, show leadership and initiative, professionalism, integrity, and attention to details which are all core Saputo Company values.  They will have an entrepreneurial flair, thrive on challenge, can prioritize the right job so it gets done on time, and can work effectively in a team-oriented, high-priority environment.

Salary: $58,970 - $77,420

* Salary offers will vary commensurate with experience, education, skills and training

WE SUPPORT AND TAKE CARE OF OUR EMPLOYEES AND THEIR FAMILES BY OFFERING

• Generous and complete benefit coverage with group insurance
• Group retirement plan with employer contribution
• Telemedicine and assistance program for employees and their families
• Opportunity to contribute to a collective RRSP & TFSA
• Training and development programs
• Saputo Flex Program, flexible work environment (schedule/location/time off) according to department needs
• Organized activities for employees and their families 
• Advantageous discounts on Saputo products

HOW YOU WILL MAKE CONTRIBUTIONS THAT MATTER

• Daily order taking, coordination and administration of orders for an assigned group of customers.
• Daily coordination and administration of orders submitted by our remote sales representatives.
• Vacation support and coverage for remote sales reps – order taking and dealing with customer inquiries.
• Build and maintain strong customer relationships with all foodservice customers.  
• Initiate contact with potential new customers and coordinating new account setup.
• Interactions with other departments through out the full order process.  Communicating directly with the warehouse and distribution teams to ensure that customer orders are filled and shipped on schedule.
• Support for sales manager and sales supervisors as required.
• Other administration duties as assigned such as - accounts receivable, filing, and other general office duties.

OTHER REQUIREMENTS

• High school diploma or equivalent required.
• Proficiency with MS Office (Word, PowerPoint, and Excel) and the ability to learn new software.
• Experience in a customer support environment (retail, hospitality, restaurants, banking, etc.).
• Experience with Maestro (financial and accounting ERP system) is an asset.
• Ability to communicate effectively, via telephone and email, by utilizing active listening and clearly speaking to customers.
• Ability to professionally manage customer expectations including complaints, logistical challenges, and problem solve as issues arise.
• Strong administrative competencies.

Saputo Dairy Products Canada is seeking a passionate Sales Administration Associate to partner with the Sales Team to support the day-to-day account activities and requirements of the McDonalds & Costco Business Units in an efficient and effective manner.  The candidate will be responsible for collaborating with the various teams and departments within Saputo and the Customers as needed.  Previous experience within the foodservice and/or retail industry would be considered an asset. The successful candidate will be a self-starter, show leadership and initiative, professionalism, integrity, and attention to details which are all core Saputo Company values.  They will have an entrepreneurial flair, thrive on challenge, can prioritize the right job so it gets done on time, and can work effectively in a team-oriented, high-priority environment.

Please note this is a temporary position for a maternity leave replacement required until January 2025.

Salary: $51,595 - $67, 750

* Salary offers will vary commensurate with experience, education, skills and training

WE SUPPORT AND TAKE CARE OF OUR EMPLOYEES AND THEIR FAMILES BY OFFERING

• Generous and complete benefit coverage with group insurance
• Group retirement plan with employer contribution
• Telemedicine and assistance program for employees and their families
• Opportunity to contribute to a collective RRSP & TFSA
• Training and development programs
• Saputo Flex Program, flexible work environment (schedule/location/time off) according to department needs
• Organized activities for employees and their families 
• Advantageous discounts on Saputo products

HOW YOU WILL MAKE CONTRIBUTIONS THAT MATTER

• Support the Sales team by updating the weekly period tracking reports for the Business Units
• Manage the timely and accurate preparation and consolidation of the period end reports for both McDonalds & Costco
• Update and provide the quarterly and annual sales and revenue reports
• Support all aspects of the Sales functions including, but not limited to pricing, business reviews, customer presentations, forecasting, product demand, logistics, quality assurance and others as needed
• Support the day-to-day Distribution/Supply network relationship (Saputo & Martin Brower)
• Support the Sales team as needed in preparing for the demand planning meetings
• Support special projects as requested by the Sales team in alignment with the annual objectives collaborating with various teams within Saputo
• Communicate internally and coordinate activities across the various functions within Saputo

OTHER REQUIREMENTS

• A degree/diploma in Business administration or equivalent education and training
• 2 – 5 years Sales/Support Analyst, preferably in a packaged goods environment
• Strong communication, interpersonal and analytical skills
• Foodservice/Retail channel knowledge and/or sales experience would be considered to be an asset
• Dependable and team oriented with a history of being able to work independently
• Problem solving and decision-making skills
• Detail oriented, highly organized and accountable
• Able to work within tight deadlines in a multi-task, high priority environment
• Ability and willingness to learn the various Customer data platforms
• Proficient with Microsoft Office Suite
• Other duties, skills and requirements contained in the posting are common to the role and do not represent an exhaustive list of tasks and duties, therefore, some of the items may be subject to change based on needs of the business and job function.

Maple Nissan, part of Zanchin Automotive Group, a privately-owned network of 35+ successful dealerships that welcomes talent and enthusiasm, values people and contributions, and rewards performance and accomplishment, is looking for an experienced and enthusiastic SALES ADMINISTRATOR to join the Team. 

Join now to be part of a company that has been supporting the community for 50 years, and where careers are made and fostered with enthusiasm, integrity, and respect.  Now is the time to be part of a Team that encourages progressive and entrepreneurial styles and drives performance through winning attitudes.

What’s in it for you…

• Competitive and generous compensation package
• Enhanced Group Benefits Program, including extended medical, dental, vision, life insurance…and so much more
• Company-provided tools and equipment
• Ongoing development and training, including product and industry knowledge, from experienced leaders and experts
• Opportunity for career advancement within the group
• Employee preferred pricing for vehicles, travel, gym memberships, cell phones/plans, and so much more

About the opportunity…

As an integral part of the “we can do that” operation, this position is responsible for the administration of vehicle inventory, transactions, and sales.  Specifically:

• record and track vehicle transactions and deliveries utilizing the dealership management system
• participate in the maintenance of vehicle inventory in the dealership management system (DMS)
• register new and pre-owned vehicles
• perform vehicle licensing and administration
• prepare vehicle transaction funding documents for the financial services department
• organize and arrange dealer vehicle trades
• prepare final delivery checklists for customers, to ensure all required documents and programs are administratively fulfilled
• completed files to be sent to the accounting department for final processing
• back-up receptionist, as needed

About you…

Ideal candidates will have a strong background and proven experience in administration, including:

• 1 to 2 years proven experience in administration
• Secondary School diploma, or equivalent experience
• proficiency working with ERP systems (ie. CDK/Reynolds) is an asset
• working experience with Microsoft Office Suite, including Excel
• ability to adapt to a changing environment and meet deadlines
• ability to communicate professionally (verbally and written)
• strong attention to detail, organized and strategic
• ability to maintain professionalism
• ability to work independently and with minimal supervision
• self-motivated and driven with a passion for excellence in execution
• a desire to work in a high energy, fast-paced environment
• a proven commitment to quality of work

Why choose Zanchin Automotive Group?

Your career ambitions will be achieved -- we offer career development and advancement.

You will be part a winning team -- we are a leader in the industry driven by 50 years of people-centric business modelling.

Your voice will be heard and ideas celebrated -- we have an entrepreneurial and strategic attitude, that welcomes and supports individual ideas and strategies.

You will enjoy a competitive pay plan -- we offer many employment perquisites.

You’ll be part of a culture at the fore-front of transparency, communication and engagement – we are a Team, and work together to achieve and thrive.

Apply now to join a dynamic company where the future is limitless, and embark on an exciting career and journey.