All jobs within 50 km around Montréal in Administrative Jobs

The Bilingual Project Administrator is responsible for project administration activities including but not limited to maintaining project documentations, completing project set up, financial and administration close out requirements.

KEY DUTIES & RESPONSIBILITIES

Project Set Up

• Inputs project information into databases and completes project set up process

Project Tracking and Documentation

• Maintains project documentations such as project plans, meeting minutes, contracts, bid packages, technical and financial close outs, etc.
• Monitors project progress and timelines and prepares status reports to assist with timely project delivery.

Project Financial Administration

• Works with relevant stakeholders to collect vendor qualification documentations and ensure vendors are activated and set up within financial systems.
• Executes the purchase order process.
• Reconciles purchase orders to invoices to ensure accuracy.

Project Reporting

• Prepares various reports to support monitoring of project progress, costs, key performance indicators, etc.
• Reviews and communicates risks to Project Managers.

Project Close Out Administration

• Executes project close out requirements.
• Gathers and ensures receipt and sign-off of all project documentations.  Files project documentations.
• Ensures receipt of all invoices.  Follows up with vendors where required.  Reconciles purchases to invoices to ensure accuracy and ensures all invoices are paid.
• Reviews and reconciles actual project expenses against cost estimates.
• Other duties as assigned.

KNOWLEDGE AND SKILLS

• Community college diploma
• 1 to 3 years of project administration or administrative work experience
• Strong administrative and organizational skills
• Ability to provide project administration support
• Ability to maintain accurate data
• Strong attention to detail and data accuracy
• Ability to extract and compile data into reports
• Ability to communicate effectively with others for the purpose of data exchange, clarification and follow up
• Computer proficiency in MS Office applications in particular – MS Project, MS Excel, MS Outlook, along with ability to quickly learn new applications

Licenses and/or Professional Accreditation

• Demonstrates an interest in pursuing Project Management Institute Accreditation

09/20/2024

Address:

1501 McGill College Avenue

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.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• 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.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• 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.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Mentors and coaches new or junior members to the team and branch.
• 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 and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Bilingualism French and English.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
• Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
• Knowledge of compliance practices and regulations.
• Knowledge of Insurance and group products is an asset
• Knowledge of Trust and Estate services is an asset
• Knowledge of Financial/Retirement planning.
• Knowledge of trade processing rules.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
• Current registration as Investment Representative (IR).
• 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
• 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 $ 41,600.00 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.

$35 000,00 - $64 900,00

We are searching for a Full Time Concierge / Receptionist to join our Faubourg du Mascaret – Pavillion Landry team based in Moncton, New Brunswick.

Meaningful Benefits

You will be surrounded by supportive and talented team members who make our communities great places to live, work and visit. As an established and respected organization in the healthcare sector, Shannex offers opportunities for growth, development and advancement. And at the end of every day, you will know you’ve made a measured difference in the lives of our residents. Additional benefits include:

• Approximate hourly wage:  $16.60 – $17.10
• Comprehensive health, vision, and dental benefits plan (eligible immediately upon hire) including an Employee and Family Assistance Program
• Life, travel, and other insurances
• Access to virtual healthcare 24/7 for FREE through the group health benefit plan
• RRSP program (5% employer matching)
• Vacation accrual (begins immediately)
• Free onsite parking
• Access to thousands of perks vendors and discounts through our WorkPerks program, including excellent discounts for apparel, restaurants, technology, fitness, travel, and tickets to some of your favorite sports and entertainment events
• Access to continuing education and training through Shannex’s Centre of Excellence
• Opportunities to be part of sector innovation and continuous improvement initiatives
• Recognition and Rewards for service excellence and safety

About the Opportunity

• Answers and transfers telephone inquiries, greets and directs visitors
• Provides routine information and responds to inquiries from residents, visitors, and staff
• Active screening of employees and visitors
• Sorts and distributes incoming and outgoing mail and couriers
• Prepares and distributes forms, reports and other documents to appropriate personnel and departments
• Performs a wide variety of assignments, which are sometimes confidential in nature
• Receives, processes, and records client payments
• Ensures client safety by following and applying all standard operational procedures, safe work practices and training provided

About You

In addition to placing high value on continuous improvement, collaboration and accountability, you bring:

• A high-school diploma or GED
• Excellent computer skills and experience in Microsoft Office Suite
• Previous hospitality/customer service experience an asset; especially with seniors
• Ability to provide a clear criminal record check upon hire
• A friendly and outgoing spirit is a definite asset
• Knowledge of medical terminology considered an asset
• Ability to work during the day and weekends
• A passion for the healthcare sector and/or ensuring seniors have access to quality accommodations, services and care

Fixed-term contract (maternity leave replacement)

JOB DESCRIPTION

Administrative tasks for the health, safety and environment department.

The selected candidate must be able to obtain a reliability status issued by the federal government.

MAIN TASKS AND RESPONSIBILITIES

• Update various databases.
• Archive various files on the network.
• Prepare prints and assemble thematic binders.
• Make shipments via messengers.
• Carry out all other related tasks for the department.

KNOWLEDGE AND SKILLS

• Training in office automation, secretarial or administrative skills or equivalent experience.
• Mastery of Microsoft Office software (Word, Excel, PowerPoint).
• Oral and written communication skills, ability to work in a team, discretion, and professionalism.
• Ability to manage several tasks at once, prioritize, and meet deadlines.
• Bilingual.

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success!

The selected candidate must be able to obtain a reliability status issued by the federal government.

MAIN TASKS AND RESPONSIBILITIES

• - Update various databases;
• - Archive various files on the network;
• - Prepare prints and assemble thematic binders;
• - Make shipments via messengers;
• - Carry out all other related tasks for the department.

KNOWLEDGE AND SKILLS

• Training in office automation, secretarial or administrative skills or equivalent experience;
• Mastery of Microsoft Office office software (Word, Excel, PowerPoint);
• Oral and written communication skills, ability to work in a team, discretion, and professionalism;
• Ability to manage several tasks at once, prioritize, and meet deadlines;
• French, spoken and written.

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success!

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

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-08-22

2024-09-15

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

Work Arrangement: 
This position is currently a hybrid role, with the expectation that you will work at least 3 days a week in the office. Please note that this is subject to change based on the needs of the business.

Interested?

If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!  
 

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

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, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele

08/16/2024

Address:

105-119-129 rue St-Jacques O

Business Management

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports.  The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.

• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Builds effective relationships with internal/external stakeholders. 
• Analyzes data and information to provide insights and recommendations.
• Leads the planning, coordinating and implementing department events.
• Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.
• Coordinates and monitors budgets and reporting on results vs. budget.
• Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities.
• Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
• Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
• Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
• Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
• Prepares and logs departmental expense claims and reports.  Tracks expenses to ensure they stay within budget.
• Makes travel arrangements, booking flight/hotel reservations as needed.
• Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
• Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
• Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
• Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes work information to ensure accuracy and completeness.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Expected Base Salary Range: $37,500.00- 70,000.00 CAD

You're fluent in French and English to support business operations outside the province of Quebec.

$37,500.00 - $69,500.00

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

Work Arrangement: 
This position is currently a hybrid role, with the expectation that you will work at least 3 days a week in the office. Please note that this is subject to change based on the needs of the business.

Interested?

If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!  
 

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

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, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele

The Agency Operations Centers (AOCs) are responsible for managing bank note inventories, authenticating, recirculating, and destroying bank notes. As an administrative coordinator, you will report to the Director, Currency Operations. You will provide a full range of administrative and analytical support to the AOCs and work closely with the administrative coordinator at the Toronto Agency Operations Centre. You will ensure the smooth coordination of the day-to-day administrative support to assist in delivering the objectives and to help the teams achieve their priorities. 

What you will do

• Performing tasks associated with planning and budgeting administration, such as budget tracking, forecasting and invoice processing.
• Provide support for meetings (e.g booking meeting rooms, ensuring effective functioning of audio and visual equipment) and document minutes with internal and external clients; tracks progress and takes appropriate follow-up action to ensure the completion of tasks. 
• Manage the administrative aspects of the office, work unit or projects to ensure efficient operations and provide a full range of administrative support and assistance to the team in daily activities.
• Interfacing with suppliers and for the procurement, monitoring, ordering, receiving, and evaluating the quality of the supplies used by the AOCs. 
• Support the team with the coordination and the planning of preventive maintenance and repair of operational equipment & machinery, i.e. banding machines, table top counters, etc.
• Responsible for scheduling different AOCs System Verifications (monthly vault and test deck audits, annual combination change, etc..).
• Responsible for identifying improvement opportunities to administrative procedures and operational processes 
• Responsible for the coordination of security validation of visitors to the AOCs, liaising with corporate security to ensure Bank access protocols are strictly enforced.  

 
What you need to succeed

• Experience in procurement practices, policies and compliance, in addition to invoice tracking 
• Strong oral and written communication skills 
• Solid organizational skills, analytical skills, and project support experience 
• Knowledge of transportation, shipping, receiving and warehouse storage procedures and Quality Management best practices 
• Strong interpersonal skills with the ability to foster collaborative working relationships among internal colleagues and external stakeholders and suppliers 
• Proven ability to work both independently with limited supervision and as a member of a team, under tight deadlines 
• Knowledge of the functions of Currency and of its connections to other Bank departments, especially the Agency Operational Centers (AOCs),  
• Working knowledge of other software applications such as Passeport, , SAP, Adaptive. , Inventory Management System 

Your education and experience 
This position requires a relevant university/college degree (e.g. business services certificate, business administration, etc.) and 2 to 3 years of progressively more experience working in an administrative and analytic support role OR an equivalent mix of education and experience may be considered.
 

What you need to know

• Language requirement: English and French essential (bilingual) with a minimum starting level of functional (level 4) in second official language. Training may be provided to help reach the required level of fully functional (level 5) in second official language.
• Priority will be given to Canadian citizens and permanent residents
• Security level required: Be eligible to obtain Reliability 
• Relocation assistance may be provided, if required
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available.

Hybrid Work Model

The Bank offers work arrangements that provide employees with flexibility, enable high-performing teams, and support an excellent workplace culture. Most employees can telework from home for a substantial part of each month as part of the Bank`s hybrid work model, and they are expected on site at the Bank location a minimum of eight days per month to help build connections between colleagues. You must live in Canada, and within reasonable commuting distance of the office.

What you can expect from us
This is a great opportunity to join a leading organization and be part of a high-performing team. We offer a competitive compensation and benefits package designed to meet your needs at every stage of your life and career. For more information on key benefits please visit A great deal to consider. 

• Salaries are based on qualifications and experience and typically range from $62,386 to $73,395 (job grade 13)
• The Bank offers an incentive for successfully meeting expectations at  3 to 5% of your base salary. The Bank offers performance pay for those who exceed expectations (7% of your base salary). Exceptional performers who far exceed expectations may be eligible for higher performance pay.
• Flexible and comprehensive benefits so you can choose the level of health, dental disability and life and/or accident insurance coverage that meets your needs
• Extra vacation days (up to five each year) that you can purchase to add to your vacation entitlement
• Indexed, defined-benefit pension

We wish to thank all applicants for their interest and effort in applying for this position. Only candidates selected for interviews will be contacted.

What is the opportunity?

The National Account Support team specializes in assisting Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summary documents, tax preparation, account distribution, and asset administration. You will assist and support the Officers in ensuring that administrative tasks are properly completed. Attention to detail and quality are paramount as well as ensuring key milestones are met. Teamwork, collaboration, and developing interpersonal relationships are important skills for success.

What will you do?

• This is a great opportunity to network with RBC partners and other financial institutions as you gather information relating to client holdings in an estate environment.
• Your organizational skills and proactivity will successfully support a book of accounts and demonstrate the high level of quality service that our team focuses on. This will include timely written, verbal, and electronic communication with other support groups internally and with external contacts.
• As you work toward gathering information about estate assets you will build summaries of estate assets using our proprietary software designed specifically for this purpose.
• Asset collection from internal and external sources forms part of your role and represents an important part of consolidating the client’s assets in a timely manner.
• You are a keen troubleshooter and can effectively resolve inquiries on your own and willing to seek out support from your team leader, as required.
• Well versed in our policies and procedures, you will ensure that your administration is carried out within company goals and objectives.
• You will actively participate in sharing best practices, innovations, and work effectively in a team-oriented environment.

What do you need to succeed?

Must-have

• Post-secondary education or equivalent, estate and trust administration courses an asset
• 3 years of administration experience
• General working knowledge of the financial services and securities industries
• Bilingualism (English and French) required, as you will regularly do business with partners across Canada
• Ability to work effectively with others and be perceived as a professional business partner with coworkers and external contacts
• Ability to resolve issues and aspects of administration independently
• Technological literacy, especially with Microsoft Excel, Word, and Mail Merge

 
Nice-to-have

• Estate administration experience
• 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 take on progressively greater accountabilities

WMRT

Job Skills

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-22

2024-06-16