All jobs within 50 km around Guelph in Administrative Jobs

The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

• Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.

• Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning

• Provide attentive and accurate service to clients and respond to their needs

• Assist with upholding IA teams business and client service plan, and client review schedule

• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)

What do you need to succeed?

Must Have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Excellent organizational and multitasking skills—keep track of multiple projects

• Excellent time-management skills, must be able to work under tight deadlines

• Ability to complete duties independently seeking out own answers and solutions

• A professional approach to all situations to create a positive working environment

• Ability to complete duties independently seeking out own answers and solutions

Nice to Have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

• Experience in the securities industry is 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

Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management

Additional Job Details

274 LYNDEN RD:BRANTFORD

BRANTFORD

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-04

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates don’t need experience, training will be provided
Experience and specialization: Alpha-numeric
Computer and technology knowledge: The candidates should be able to use MS Excel, MS Word, Internet, MS Windows
Technical terminology: Business
Area of specialization: The candidates should be able to manage reports and records
Security and safety: The candidates should be bondable.

Physical Requirements:

• The candidates should be able to sit longer periods.
• The candidates should be a repetitive tasker, and be able to work with attention to detail.

Responsibilities:

• The candidates should be able to store, update and maintain databases.
• The candidates should be able to perform general office duties.
• The candidates should be able to receive and forward telephone or electronic enquiries.

Benefits:

Long term benefits:

• The candidates will get group insurance benefits and life insurance.

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume, and Cover letter) through below mentioned details.

By Email:
[email protected]

The primary function of the Continuous Improvement Administrative Clerk will be to support bringing projects to term at the distribution center. That support can come from leading those projects to ensure follow-ups and control of all operations standards (quality & productivity) from observations. The Administrative Clerk is to complete data entries, generating & updating reports, and offer technical support to all users in the DC. Regular communication with our customer CTC and potential suppliers is also expected.

This position will be responsible for....

• Lead and/or support Continuous Improvement projects at the distribution center with QDM;
• Ensure follow-ups and control over all operations standards (quality & productivity);
• Complete observations on the warehouse workers’ activities; 
• Data entry on computer to set, follow-up and update standards.
• Analysis of any anomalies in the different software used towards problem solving.
• Meet the customers and users’ demands on all used software, including Labor Management (LM) and other custom programs.
• Communicate in English with our customer CTC and potential suppliers, written and verbal;
• Prepare all training documents for our custom and proprietary software;
• Create, publish and/or print required reports;
• Perform any other tasks and responsibilities assigned by management;

You might be a great fit if….

Education/Experience

• Probation period successfully completed at FedEx Supply Chain;
  
• Excellent performance and safety records in their current position (no disciplinary measures whatsoever and no absenteeism problems);
  
• 1 to 2 years of experience in similar work at FedEx Supply Chain or elsewhere;
  
• Knowledge of procedures of all sectors of production in the MDC;
  
• Bilingualism (functional verbal and written skills);
  
• Advanced Computer skills with ability to learn and understand different software : Advanced MS Office suite (Word, Excel, Outlook & Access); functional knowledge of database (Orable & SQL code);
  
• Customer service oriented with good listening and communication skills;
  
• Good observation skills, with ability to analyse and solve problems;
  
• Autonomy, sense of initiative, analysis and organization, with flexibility and ability to adapt to ever changing priorities;
  
• Care for quality and accuracy in data entry, as well as compliance with procedures;
  
• Ability and desire to perfect their knowledge with outside courses;
• Knowledge of MOST / Industrial Engineering is welcomed;
  

Physical/Cognitive Requirements

With or without accommodation:

• Ability to follow policies and procedures.

• Ability to read, write and interpret information.

• Ability to add, subtract, multiply and divide.

• Ability to sit/walk/stand for up to 10 hours per day. 

• Ability to intermittently crawl, squat, climb, twist, bend, stoop, push or pull.

• Must possess visual acuity, i.e., close, distance, and color vision, depth perception and the ability to adjust focus.

• Ability to lift/carry items less than 25 pounds.

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: Candidates should have experience of 1 to less than 2 years’

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorized (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• • The candidates should be able to arrange and co-ordinate seminars, conferences, etc.

• The candidates should be able to schedule and confirm appointments, answer telephone and relay telephone calls and messages, answer electronic enquiries
• The candidates should be able to order office supplies and maintain inventory, greet people and direct them to contacts or service areas
• The candidates should be able to open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information
• The candidates should be able to set up and maintain manual and computerized information filing systems, type and proofread correspondence, forms, and other documents

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.

By email
[email protected]

Overview

Our employee-partners enjoy:

• Competitive Pay
• Weekly Pay Cheques
• RRSP and DPSP Contribution
• Medical, Dental & Vision Insurance Package
• Disability & Life Insurance Package
• Paid Vacation & Holidays

• Career Advancement Opportunities

What is the opportunity?

As a Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency.

By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.

Although there may not be immediate openings for this role today, we are always looking for the best and brightest talent and welcome the opportunity to speak to interested candidates.

What will you do?

• Assist Officers in all administrative functions

• Ensure all account information on internal systems is up-to-date, complete, and accurate

• Maintain all written, verbal, and electronic communication as required with internal and external contacts as well as with clients

• Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer

• Understand and follow all RBC processes and policies as required

• Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner

What do you need to succeed?

Must-have

• Minimum of one year of experience in the financial services industry

• Post-secondary education

• Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment

• Intermediate to advanced Microsoft Excel and Word skills

• Exceptional written and verbal communication skills

• Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner

• Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities

• Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others

Nice-to-have

• CSI and/or STEP Canada estate and trust related courses

• Successful completion of the Canadian Securities Course (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 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

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

Job Skills

Additional Job Details

100 KING ST W:HAMILTON

HAMILTON

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-04-25

2024-05-11

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

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

• Experience in the securities industry
• 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

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating , as required

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

• Experience in the securities industry
• 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

As an Administrative Support Assistant, your role is to provide administrative support to one or more Advisors and their teams

Is this role right for you? In this role you will:

1. Ensure a high level of non-trade client service by:

• Acting as receptionist by answering phones and greeting clients
• Arranging client meetings including venues, preparing printed materials and handling schedule changes
• Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for refreshments etc.
• Following up on client meetings and entering notes in contact management system
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

2. Provide administrative support by:

• Processing client account documentation
• Assisting in writing and processing clients’/prospects letters and proposals
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Processing account transfer documentation and follow up to ensure receipt
• Following up on outstanding documentation for restricted accounts
• Ensuring all client interaction is accurately documented
• Gathering deferred sales charge (DSC) information
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements

3. Contribute to the effective functioning of the branch team by:

• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of customer service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings
• Encouraging the generation of new ideas and approaches
• Actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan

Do you have the skills? We'd love to work with you if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint
• Secondary education

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