All jobs within 50 km around Hamilton in Administrative Jobs

05/02/2024

Address:

360 Oakville Place Drive

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory and orders.
• Schedules meetings and coordinates meeting facilities and set-up.
• Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
• Identifies and escalates all irregularities and discrepancies to management.
• Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
• Follows through on 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 function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Post-secondary degree in related field of study desirable.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$31,600.00 - $41,100.00

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

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

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

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

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

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

Overview

Overview

Overview

Overview

Overview

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.