All jobs within 50 km around Montréal in Administrative Jobs

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

Primarily, the administrative partner assists the advisor with the day-to-day operations and administration of the business. He or she may assist more than one advisor, for multiple types of businesses.

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

Ensure a high level of customer service:

• Assist the Advisor in the regular review of client portfolios to define client needs for the services of the expert team
• Review the portfolio to ensure that it matches the current or updated risk profile and is aligned with the applicable investment program
• Collect research materials and product information from internal and external sources
• Place client orders in accordance with client or advisor instructions
• Stay informed of trading rules and activities as they relate to client accounts

Ensuring efficient administration for the client:

• Follow up with clients regarding missing documents that are required in accordance with regulatory requirements applicable to the industry
• Maintain customer records and information in appropriate systems
• Review current transactions and all entries in the system to ensure their timeliness and accuracy
• Respond promptly to customer inquiries
• Resolve customer issues and complete customer transactions quickly and accurately; bring such issues to the advisor's attention when appropriate.
• Provide instructions regarding withdrawals, deposits, exchanges and transfers in accordance with the client's or advisor's instructions
• Ensure all customer interactions are accurately recorded
• Understanding Document Requirements for All Account Types

Provide assistance to the advisor regarding marketing:

• Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, etc.)
• Write, distribute and maintain marketing materials
• Organize customer events including training dinners, seminars and customer appreciation events
• Maintain and coordinate electronic marketing activities
• Manage the approval process for all marketing-related communications and mass communications

Supporting the growth of the advisor's business:

• Review and reduce all restricted accounts
• Manage the bank recommendation process
• Helping to generate ideas
• Review daily commission reports and follow up on unpaid commissions
• Identify and track growth bonus payments made
• Prepare, analyze and present to the advisor, in particular, reports and recommendations, financial plans and concepts, insurance, annual summaries of operations
• Formulate recommendations aimed at improving business processes and increasing the value of the client portfolio and regarding the use of our team of experts

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
• Providing 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 transmit knowledge and experiences to improve the skills of all team members

Do you have what it takes to succeed in this role? We would be happy to work with you if you meet the following requirements: 

• Canadian Securities Course (CSC)
• Course on the Manual on Standards of Conduct (MSC)
• Training program for investment representatives
• Post-secondary education
• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Knowledge of compliance regulations applicable to the industry and the company
• Willingness to receive direction from the advisor(s) regarding client transactions

What's in it for you?

• 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.

#LI-1

Administrative Assistant, Global Banking and Markets (Bilingual) - Montreal

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. 

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!

Purpose

Contributes to the overall success of Corporate and Investment Banking (CIB) team within Scotiabank’s Global Banking & Markets Division (GBM) in Canada, by providing high quality administrative support to assist in the execution of our business.  The Admin Assistant ensures all activities are in compliance with governing regulations, internal policies and procedures and will build strong partnerships across the Bank to provide support for the team.

What You'll Do:

• Responsible for prioritizing workload to ensure the group’s objectives and deadlines are met. Acts as a culture carrier, monitoring adherence to policies and escalating as required
• Establishes sound business relationships by providing courteous and efficient assistance to both internal and external clients
• Champions a high-performance environment and contributes to an inclusive work environment
• Assumes ad hoc projects as they arise in support of management, including the gathering and compiling of data from various sources for weekly meetings, organizing and managing logistics for client events (including venue booking), researching and tracking key client dates (AGMs, quarterly IR calls, etc.) and ensure team is assigned to attend / call-in, etc.
• Responsible for drafting and/or reviewing communications for distribution to executive level management

Client Related Support

• Calendar management:  Coordinates team schedules and arranges client meetings as requested. Coordinates logistics of meetings, including room bookings and requesting technical, audio-visual and catering support as required
• Travel:  Arranges and coordinates travel including international travel, schedules and follows up on reservations and itineraries, Travel visas (where required), etc.
• Expense Management: 1. Compiles receipts and prepares extensive expense reports for approval and payment, ensuring timely completion and proper client coding. 2. Prepares and submits invoices to Accounts Payable for processing. Follows up with AP regarding outstanding items.
• Client Interactions:  Assists with maintenance of client-related data (names, titles, contact details, etc., using both Excel and Salesforce), update of client call reports, etc.
• Client Events: Arranges and coordinates client events including but not limited to booking, planning, liaising with clients for invitations and following up
• Client files/ materials:  Organizes, copies and maintains administrative files, correspondence and other records/materials as required.  Assists with pitch book binding if required, using in-house binding system.
• Office phones:  Answers and screens telephone calls on a multi-line system, arranging conference calls and videoconferencing using Scotia preferred vendors

Business Management/ Admin Team Support

• Assist with onboarding and offboarding of new/terminated employees, coordinating with HR, Technology and Facilities
• Point of contact for visiting staff. Pre-registers all guests, including employees from other locations. Assumes local support including assigning office passes, desk space, room bookings, etc.
• Acts as an alternate resource/backup for the other Administrative Assistants during lunch hours, breaks, end of day, illness and other absences, and shares in Admin Team responsibilities to support sector team and CIB business
• Comprehends and adheres to policies implemented by the Global team; coaches and ensures CIB team has support to evidence they are in compliance with policies and procedures
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk

What You'll Bring:

• 2-5 years of experience in a related administrative role requiring significant multi-tasking – preferably in Financial Services Industry
• Experience supporting executive level management preferred
• Fully fluent both written and spoken in French and English
• Strong technical skills and knowledge of MS Office 2010 (e.g. Word, Excel and PowerPoint)
• Excellent coordination, organizational, time-management and work prioritization skills
• Attention to detail, resourceful, and diligence in follow-up
• Communicates clearly, articulately and succinctly in both oral and written form, with the ability to communicate to all levels within the organization
• Flexibility, high tolerance for change and an ability to learn quickly
• Ability to handle sensitive materials under the pressure of last minute deadlines
• Desire to be proactive and create a positive experience for others

Work Arrangement:

This position is currently a hybrid role, with the expectation that you will work at least 4 days a week in the office. Please note that this is subject to change based on the needs of the business.

Basic function:

• Perform operational and/or administrative duties of a complex nature requiring initiative and judgment.  

Tasks/ Responsibilities:

• Sort and merge documents, reports, etc.
• Edit and proofread
• Work under pressure
• Flexible
• Prepare, maintain, validate, input, and update data/files, records, documents, manuals, etc.
• Receive, index and revise manuals or data
• Prepare correspondence
• Receive and direct all incoming calls
• Provide assistance for outgoing calls, e.g. directory assistance, calling card
• Refer external customers to appropriate areas, e.g. departments, employees
• Assist other employees in the department
• Liaise with internal/external customers
• Research, resolve, and respond to internal/external customer issues and queries, verbally and/or in writing
• Work with minimal or no supervision
• Design, compose, format and produce correspondence, reports and documents using a variety of software applications
• Prepare third party billings
• Handle cash/cheques and related documentation
• Verify and process invoices, claims and/or expenses
• Coordinate and make necessary arrangements for presentations, seminars, training sessions, interviews, etc.
• Build, update and maintain schedules and staff rosters
• Organize and prioritize workload to meet deadlines
• Comply with Government Regulations, Company Policies, Collective Agreement and procedures
• Administer Collective Agreements
• Control distribution and maintain Company and technical publications
• Maintain a high level of accuracy
• Operate specific department/Company software programs
• Develop and maintain schedules
• Maintain confidentiality at all times
• Maintain and develop accurate maintenance and/or technical records
• Audit records
• Monitor equalization of overtime
• May be required to perform other related duties which do not affect the nature of the job

In addition to the above, may be required to perform the Tasks / Responsibilities as outlined in Assistant Coordinator Level. 

Your benefits

• As one of the leading employers in Canada, we like to ensure our employees are well rewarded with a range of benefits including:
  Air Canada staff love to travel, and we have one of the most generous employee travel programs in the industry. You will be eligible for travel privileges for yourself and other eligible persons once you’ve completed twenty-eight (28) weeks of service.
• We value your wellbeing which is why we offer a wide variety of benefit plans, including health and dental, for you and your family.
• Training and development tools to help unlock your full potential.

Qualifications

Education:

• High School graduation

Skills / Knowledge:

• Good interpersonal skills
• Good communication skills, both written and verbal
• Intermediate knowledge of Microsoft Office applications
• Proficiency in spelling, punctuation and grammar
• Knowledge of aircraft terminology
• Aptitude for math
• Aptitude for accuracy and detail

Experience:

• Minimum 2 years experience

Specific requirements:

• Some positions may require lifting and climbing
• Some positions require licenses, e.g. Driver’s, MOT, AVOP etc.
• Some positions may require shift work and/or work staggered starting and stopping times 
• Some positions may be exposed to weather conditions
• Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibly of the candidates applying for this position.

Linguistic Requirements

Priority will be given to candidates that are bilingual in English and French. Air Canada, operating in a global industry and serving customers from all over the world, strives to offer all of its customers a positive and memorable travel experience. 

What is the opportunity?

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

• 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
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 2 years of experience in the financial services sector
• Ability to work as part of a team

Nice-to-have

• 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

1501 AV MCGILL COLLEGE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-10-18

2024-10-25

Overview

The National Account Executive is responsible to work on opportunities with multiple supply chain needs including TL, LTL, Logistics and INTL, representing the business to all levels of decision makers within the accounts. 

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.

How You'll Help:

• Sells into accounts, services new accounts, and manages an existing client base.
• Responsible for retention and incremental growth of major accounts
• Acts proactively to create opportunities for new business with existing accounts.
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy.
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology.
• Prepares presentations and delivers to prospective clients.
• Maintains accurate customer files.
• Works with operations to address issues with scheduled shipments.
• Other related duties as may be required. 

Your Skills & Experience:

• Minimum of secondary education, with preference of post-secondary education (business or sales stream), or a combination of education and experience.
• Previous Transportation or operational experience is required, various roles within transportation would be beneficial. 
• A minimum of 3-5 years’ experience in telesales, sales support/customer service or business-to-business sales.
• LTL industry work experience required
• A solid network and client base to call upon and demonstrated success selling in a third-party (3PL), brokerage environment
• Strong interpersonal skills and a desire to resolve problems in a timely fashion.
• Considerable tact, courtesy and diplomacy are required when dealing with Customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth.
• Excellent communication and negotiation skills.
• Proven experience in freight brokerage sales, with a desire to grow professionally.
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality.
• Demonstrated customer relationship skills.
• Able to work deadlines in high transactional environment.
• Ability to champion business needs in a collaborative manner to colleagues.
• Results focused.

Requirements:

Languages: Candidates must have knowledge of the French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 2 years to less than 3 years

Candidate Status:

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

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, and job reference number 1401) through the below-mentioned details

By email
[email protected]

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you available for the advertised start date?
• Are you currently legally able to work in Canada?
• What is your current level of study?