All jobs within 50 km around Kirkland in Administrative Jobs

09/07/2024

Address:

3225 St-Martin Ouest Blvd

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 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.
• 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 Laval 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 contract administrator supports the construction and asset management teams, responsible for building and maintenance of Canadian Tire, PartSource and Mark’s Work Wearhouse properties in Quebec and Atlantic Canada. The successful candidate will have past experience in building and property maintenance in an administrative capacity, working both independently and in a team environment; must be able to work in a fast-paced setting while maintaining accuracy and reliability of work performed.

Responsibilities

• General office and office equipment management
• Provide support to the project and asset management teams
• Assist the Associate Vice President with contact administration as follows:
  • Assist design and construction with administration
  • Assist asset manager with administration
  • Process certificate of payments
  • Track project costs and schedules
  • Process construction and asset management invoices and cheque requisitions through IRIS (Tririga)
  • Issuance of construction specifications and coordination of as-built/maintenance manuals
  • Project documents creation and distribution in a variety of formats

• Day to day general activities
• Maintain accurate records and an extensive filing system

What you bring

• Bilingual (English & French)
• 3 to 5 years similar experience supporting  design and construction staff or general contractors
• Ability to communicate with individuals at all levels from within the corporation, as well as external clients
• Strong understanding of the construction process.
• Highly developed technical skills with Microsoft products
• Strong organizational skills
• Attention to detail
• High level of independence and initiative to prioritize multiple tasks and follow through with a sense of urgency
• Excellent written and verbal communication skills
• Basic accounting skills are essential

The incumbent is responsible for carrying out daily operational tasks and activities to support the regional office.

Duties and Responsibilities (Tasks)
 

• See to the maintenance of office systems, including the computer network, telephones and voice mail.
• Lead the management of facility operations, implementation of facility changes and change management activities.
• Maintain office systems including computer network, telephones, voice mail, reference files, product sheets, office library and product and procedure manual.
• Liaise with the Facilities team on all matters related to tenant improvements, lease renewals and planned moves.
• Perform reception-related tasks such as answering phones, greeting customers, handling mail and deliveries, and scheduling customer appointments.
• Demonstrate flexibility regarding schedule and hours of availability. Hours may vary to provide support to other provinces.
• Execute report requests and data analyzes in MX360, Tableau and any other company reports.
• Manage regional administrative tasks surrounding the production of the CPG due date report, letters, cash statements and SOTI report.
• Coordinate and implement a range of regional initiatives, such as seminars, customer forums and professional development days, and provide logistics as required.
• Assist in completing tasks to ensure branch compliance, including management of the Security checklist and business continuity plan.
• Participate in regional meetings and special projects, if applicable.
• Liaise with external partners such as medical associations and accounting firms, as necessary for the completion of regional projects.
• Perform other administrative tasks as needed.
• Understand Scotiabank's risk culture and risk appetite in daily activities and decisions.

Training and experience (qualifications)
 

• College diploma in business administration or equivalent.
• At least three years of experience in administration or office work, preferably gained in a financial services company.
• Good knowledge of RRSPs, RRIFs, mutual funds and customer service is considered an asset.
• Excellent computer skills including proficiency in MS Word, MS PowerPoint and a good understanding of common business applications.

Required skills (qualities)
 

• Customer experience management.
• Strong organizational skills.
• Excellent communication skills.
• Sense of initiative and resourcefulness.
• Ability to work effectively within a team.
• Thoroughness.
• Organizational skills, dynamism and effective communication.
• Interest in working in an environment where everything evolves quickly and professionalism.
• Team spirit and constant desire to create a positive work climate.

The Regional Coordinator, Client Support is responsible for the execution of day to day operational tasks & activities to support the Region.  

Duties & Responsibilities:  (What you will do)

• Maintain office systems including but not limited to network administration, telephone and voice mail programs.
• Lead management of facilities operations as well as delivery and change management of facilities related changes
• Maintain office systems including but not limited to network administration, telephone and voice mail programs, reference and product files, branch library and  Product & Procedures manual. 
• Liaises with Facilities to support leasehold improvements, lease renewals and planned moves. 
• Independently manages monthly and quarterly compliance reporting tasks, including follow-up with advisors on outstanding Cases, for the region. 
• Identifies compliance deficiencies, and communicates to Advisor and Admin to rectify. 
• Complete regional reporting requests & data analysis in MX360, Tableau and other corporate reports
• Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation and SOTI
• Coordinate and execute on a variety of regional initiatives; including seminars, Client Forums and PD Days, coordinate logistics as required.
• Participate in various regional meetings and special projects, as applicable.
• Liaise with external partners such as medical associations, accounting firms, etc. as required for regional projects
• Assist with expense reporting including managing/tracking budgets, validating cost centers, etc.
• Other administrative tasks as required.  Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

Education & Experience:  (What you need)

• Community college diploma in Business Administration or equivalent.
• Three+ years’ experience in an administrative or clerical position, preferably with a financial services company. 
• Working knowledge or RRSPs, RRIFs, mutual funds and client services would be an asset. Excellent computer skills including MS Word, MS PowerPoint, and good understanding of current corporate applications.

Competency Requirements:  (What you bring) 

• Stewardship of the client experience.
• Strong organizational skills.
• Excellent communication skills.
• Initiative and resourcefulness.
• Ability to work effectively and collaboratively within a team.
• Attention to detail.
• Well-organized with high energy, effective communication skills 
• Enjoys a fast pace environment and is highly professional.  
• Team player with a desire to consistently create a positive work environment.  

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in [English] [in addition to French] because : they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele]

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 : $47,320 - $62,110

*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.

The Assistant Branch Coordinator is responsible for supporting the branch management team in achieving excellent results through efficient operations and administration. They may also be required to provide support to the Branch Systems Administrator.

Is this position right for you? For this position, you will need to

1. Participate in support staff management activities:

• Resolve issues that have been brought to his attention
• Regularly recognize the quality of employees' work
• Act as a resource person who can provide information, names and instructions regarding questions and escalation of issues

2. Assist the branch management team:

• Complete all administrative tasks, including filing, storing and distributing reports
• Process all charges and follow up on outstanding issues
• Build spreadsheets and maintain databases as needed
• Carry out new broadcasts or assist management in doing so
• Compile documents relating to compliance issues
• Coordinate and monitor daily and monthly supervision requests as directed by the Branch Manager
• Maintain compliance-related spreadsheets (insiders and clients holding controlling interests, among others)
• Complete and submit the monthly error report
• Maintain the research report distribution system
• Assist in the execution and implementation of processes to ensure compliance with company policies and industry regulations
• Administer customer accounts in branch (house accounts)
• Coordinate the maintenance of facilities
• Schedule branch meetings, which may include external speakers
• Assist with interviews with support staff
• Ensure the quality and efficiency of branch activities
• Welcome new experienced advisors and their team, acting as a resource person and liaison officer
• Work to resolve system issues that have been escalated to the branch systems administrator

3. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan

Do you have the skills to succeed in this position? We would be happy to work with you if you meet the following requirements: 

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Ability to multitask
• Knowledge of Microsoft software: Word, Excel and PowerPoint
• Experience in the sector
• Post-secondary education
• Investment Representative (IR) license is an asset or obtaining the license within 15 months of hire, which includes:
  • Canadian Securities Course (CSC),
  • Course on the Manual on Standards of Conduct (MSC)
  • Training courses for investment representatives
  • ScotiaMcLeod 30-Day In-House Training Program

What do you have to gain from it?

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

“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.”

Location(s): Canada : Quebec : Montreal

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 (proportion of on-site and remote work) 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.

• You're fluent in French and English to support business operations outside of Quebec, Canada.

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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

QC-Montréal, 600 De Maisonneuve W Blvd, Suite 3050

Employment Type

Regular

Weekly Hours

37.5

Skills

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

EspaceProprio is an independent subsidiary of the Desjardins Group, which works exclusively in the field of housing and ensures the integration, coordination and support of the various companies acquired by Desjardins, such as DuProprio, RénoAssistance and Confia.

#LBEP
#EP1

#LI-Hybrid

Reporting to the VP, Shared Services, the ideal candidate will have the ability to exercise judgment independently in a variety of situations, with strong written and verbal communication, project management and organizational skills, while balancing multiple priorities. As the Shared Services team plays an integral role in the loan journey, the successful candidate will be a key point of contact across lines of business including Financing and Credit Risk management, to support the leadership team with key initiatives as needed. 

CHALLENGES TO BE MET 

• Support communication initiatives, such as Announcements, Newsletters, National calls, Conferences, intranet, etc.  by creating presentations, coordinating translation support, and supervising communication plans.

• Support with administrative tasks, including the management of calendars, requests related to access rights and computer services, managing travel arrangements and office requirements, expenses, procurement and the onboarding of new employees. 

• Participate in various business meetings, responsible for follow-up on key items and supporting the completion of deliverables

• Participate in the production (and coordinate the delivery) of material for senior management and the Chief Operating Officer Leadership Team

• Play a key role in supporting project initiatives across the Operations Support and Business Enablement team by supporting with the preparation of key documentation, such as presentations and communications

• Provide administrative support by attending to and maintaining a wide variety of documentation (statistical reports, correspondence, invoices, etc.) pertaining to their departmental activities.

• Prepare agendas, take minutes and ensure follow up on action items for the Shared Services leadership meetings. 

• Prioritize conflicting needs, process files/requests quickly and proactively and follow them through to completion, often with time constraints. 

• Be an active participant with regards to Leadership Team requests and fellow administrative assistants. 

• Process various confidential data, such as reports, documentation and correspondence. 

• Develop and maintain efficient and effective databases and files, including team share points, and assist in research or similar activities to meet departmental needs and objectives.

• Support management in the planning of staffing needs and in coordinating and/or participating in the administration of HR programs (e.g. recognition, evaluations, training needs, career management, etc.).

• Support management with the integration process of new employees by coordinating the hiring process and logistics for new employees and preparing any relevant documentation.

WHAT WE ARE LOOKING FOR

• College diploma in office or business administration 

• Minimum of 5 years of experience in financial institutions and/or an administrative support role to senior management 

• Understanding of financing or banking (including BDC’s operations) would be a significant asset 

• Strong project-management and coordination skills, including the ability to organize work and manage multiple priorities 

• Strong interpersonal skills, with the ability to build relationships with internal stakeholders 

• Exceptional attention to detail and ability to perform under pressure 

• Excellent communication skills, oral and written, in both official languages (French and English) 

• Strong knowledge of MS Office Suite - Word / Excel / PowerPoint / Outlook 

• Experience using travel and expense reporting platforms such as Concur

• Exercise discretion and professionalism in handling sensitive situations, and maintaining an appropriate level of confidentiality

End Date: March 22, 2025 (16 days left to apply)

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