All jobs within 200 km around Montréal in Administrative Jobs

RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Mastery of the French language
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Minimum of 2 years of experience in the financial services sector
• Ability to work as part of a team

Nice-to-have

• Intermediate or advanced level of English
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

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
• A world-class training program in financial services

Job Skills

Additional Job Details

2828 BOUL LAURIER:QUÉBEC

QUÉBEC

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2025-02-11

2025-02-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

#EmployeeReferralProgram

Adequate knowledge of French is required for positions in Quebec. 

Additional Information:

Position Type: Management 
Job Status: Regular - Full Time 
Job Location: Canada : Quebec : Montreal 
Work Arrangement: Hybrid 
Application Deadline: 02/05/2025 

For work arrangements that are ‘Hybrid’, successful candidates must be based in Canada and report to a set Bell office for a minimum of 3 days a week.  Recognizing the importance of work-life balance, Bell offers flexibility in work hours based on the business needs.

Please apply directly online to be considered for this role.  Applications through email will not be accepted.

Overview of The Role:

Under the supervision of the Vice President, Legal Affairs, Dairy Division (United States), you will provide administrative support to a team of lawyers. Your attention to detail and organizational skills will be essential in the production of various agreements and documents.

How You Will Make Contributions That Matter: 

• Providing administrative support to the legal team
• Tracking invoices and managing entries in the Ariba accounting system
• Maintaining the department's budget
• Assisting in the preparation of various legal documents
• Editing documents (handwritten or dictated)
• Using technological tools for the preparation and signature of contracts (DocuSign and others)
• Managing calendars, correspondence, and necessary follow-ups
• Opening and closing files
• Keeping internal records and databases up to date
• Planning and booking travel, as needed
• Preparing expense reports
• Performing any other related tasks

You Are Best Suited for The Role If You Have the Following Qualifications:

• A minimum of 3 to 5 years of experience in a similar position
• Excellent proficiency in Excel and MS Office Suite (Word, PowerPoint, Outlook, SharePoint) and Adobe Acrobat
• Strong interest in using technology
• Ability to anticipate needs, take initiative and work independently
• Tact, excellent judgment, great attention to detail, accuracy, discretion, and autonomy
• Customer service orientation and strong collaboration skills
• Ability to work under pressure
• Professionalism and sense of priorities
• Good organizational skills, and professional curiosity
• Spoken and written bilingualism (French and English) is essential. The candidate will need to communicate and collaborate with colleagues and other stakeholders by email and phone, in Quebec, the rest of Canada, and/or North America
• Knowledge of the Ariba accounting system is a definite asset

As part of their duties, the incumbent will have to communicate and collaborate in English, both orally and in writing with colleagues or other stakeholders in Quebec as well as in the rest of Canada or in North America.

We support and care for our employees and their families by providing:

• Competitive salaries
• A hybrid work environment with the possibility to work from home 2 days a week
• Advantageous corporate agreements
• Full range of group insurance benefits
• Group retirement pension plan with employer contribution
• Purchase option of company stocks
• Group RRSP
• Health and wellness program in the workplace
• Assistance program for employees and their families
• Saputo products at a discounted price

Salary Range : $46 135 - $60 580

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

We support employment equity. Saputo strives to embed diversity and inclusion in its operations and invites candidates from all horizons to join its family.

Job Description

• The candidate will be responsible for routing goods to the appropriate storage areas.
• The candidate must unpack the received goods.
• The candidate will be responsible for overseeing the loading and unloading of goods.
• The candidate must store items in a warehouse, tool room, or supply area.
• The candidate must receive, unpack, and sort incoming parts, supplies, and materials.
• The candidate must ship, deliver, or pick up parts, products, or equipment.
• The candidate will be responsible for preparing and tracking work orders.
• The candidate will be responsible for providing pick-up and delivery services upon request.

Job Requirements

• The candidate must be bilingual.
• There are no standard education requirements such as a bachelor’s degree, a certificate, or a diploma.
• Training will be provided to the selected candidate.
• The candidate will be responsible for supervising delivery drivers.

Internship

• This is a paid internship that promotes on-the-job training and skill development. It is aimed at any candidate looking to gain work experience or pursue a career.

Work setting

• The candidate should work in an urban area with a high population density.
• The candidate should work in various locations when employees are scattered across different worksites.
• The candidate should work in a warehouse, which can be a noisy and busy environment with hundreds of warehouse operatives, pickers, and packers, as well as many forklift truck drivers who move pallets between shelves.
• The candidate must work in a construction company.

Additional information

Security and safety

• The candidate should undergo a thorough basic security clearance and driver’s licence validity check.

Transportation/travel information

• Employer will provide the vehicle.
• The candidate must have a valid driver’s licence.

Work conditions and physical capabilities

• The candidate should be able to work in fast-paced busy environment.
• The candidate should have an eye for details.
• The candidate should be required to perform repetitive tasks on frequent basis.
• The candidate should be required to handle heavy loads as part of routine work.
• The candidate should be prepared to perform physically demanding tasks as part of their daily work.
• The candidate must be willing to work long hours in bending, crouching, and kneeling positions.
• The candidate should be willing to work overtime if necessary.
• The candidate must be willing to work in a standing position for extended periods of time.
• The candidate must be able to distinguish between colours.

Benefits

• The candidate should receive free parking; there is no additional charge for parking on the property.

How to Apply

If you have a keen interest in applying, kindly utilize the provided alternatives to submit your application.

By email

angie@lebercanada.ca

Note

Please include the following while sending the application

• Cover letter
• Proof of the requested certifications

Closing Date:

* Position closes at 12:01am on the close date identified below.

01/23/2025

Contribute to the overall success of the regional Client Administrative Services team by ensuring that individual objectives, initiatives and plans are executed and achieved in line with business strategies and team objectives. Ensure that all activities are carried out in compliance with governance regulations, internal policies and procedures.

Your contribution

• Under the supervision of the Regional Administration Director, provide administrative and operational support, in person and virtually, to help Financial Advisors and Portfolio Managers deliver excellent service to all MD clients.
• Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
• Prepare and process client documents. Enter transactions requested by advisors and portfolio managers. 
• Collaborate with a team of advisors, as well as the rest of the regional administrative team. 
• Maintain customer contact database and ensure all notes and information are recorded correctly. 
• Assist in scheduling appointments and preparing documents for client meetings. Respond to urgent requests from advisors during client meetings, prepare messages to clients and ensure that all inquiries from current and potential clients regarding MD products and services are answered quickly and efficiently. 
• Manage a tracking system for requests and issues to ensure everything is resolved promptly according to MD service standards. 
• Provide support and participate in researching and resolving customer issues. Contribute to special projects, when required. 
• Ensure the efficient execution of monthly compliance tasks, such as compliance logs and follow-up of non-compliant documents. 
• Liaise with accountants and third parties to provide tax slips and statements when required. 
• Perform general administrative tasks and provide relief at reception when necessary. 
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
• Promoting a productive and inclusive work environment

MD's expectations

• You are committed to delivering an exceptional customer experience. You use your ability to quickly understand the customer's perspective to provide relevant and accurate responses to a wide variety of requests. 
• You handle requests promptly because what's important to your customers is important to you. You get the job done quickly and well. 
• You are able to work independently, but also collaborate within a team. 
• You are open-minded and thrive in a diverse environment where priorities are constantly changing and sometimes conflict.  
• You are familiar with the principles of organizational effectiveness. You pay close attention to details and follow up as necessary by adopting a results-oriented vision . 

Training and experience

• College diploma in business administration, commerce or equivalent.
• Knowledge of the financial services industry and the rules governing estates, trusts, RESPs, RDSPs, TFSAs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable related tax issues. 
• Proficiency in Microsoft Office software. 
• Functional knowledge of MRCC 2. 

Why MD?

• We strongly encourage work-life balance and give you the flexibility and tools to achieve it.
• We believe that a diverse and inclusive work environment promotes employee happiness and productivity.
• We know how important benefits programs are in supporting the mental and physical health of employees and their families.
• We know that financial security is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
• We know it’s important to take a break, so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
• Through our partnership with Scotiabank, we can offer you great banking solutions to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
• We love discounts. Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

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 and Strong time management skills

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

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

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Regular

Salaried

2024-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

02/28/2025

Address:

1501 McGill College Avenue

***This job posting is intented for future hiring in 2025***

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.

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

• 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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Bilingualism French and English.
• 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.

Please note the base salary for this specific position in Montreal is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

$32 700,00 - $48 600,00

The International Office Brokerage Liaison must have very good multi tasking and decision making skills, in a fast paced and critical import office environment.

Duties and Responsibilities

• Review Broker Age and Warehouse Reports and compile a list of aging shipments. Follow up with brokers, importers and shippers to expedite customs clearance on these aging shipments. 
• Respond to broker requests via email and phone.  
• Familiarize with customs e-manifest portal in order to check status and link shipments.
• Monitor various reports and take appropriate action when required.

Required Knowledge, Skills and Abilities

• Bilingual
• MS Office (Word and Excel)
• Key Entry skills
• Able to make accurate and timely decisions in a very fast paced environment
• Work in a responsible manner

Preferred Knowledge, Skills and Abilities

• Work Hours Flexibility
• ISPSYS/OPSYS

Note: Testing will be conducted.

Job type: part-time

Work location : 221 32E Avenue, Montréal, QC H8T 3H2

Working schedule: Monday – Friday

Shift start:  8am – 12pm flexibility

Pay rate: $17.30

**Applicant must be able to work up to 25 hours per week**

Closing Date:

* Position closed at 12:01am on the close date identified below.

12/3/2024