All jobs within 50 km around Saint-Jérôme 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]

Location:  Pointe Claire, QC, CA, H9R 4S3

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. This opportunity is a one-year contract with about 15 hours of work per week.

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
• 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
• Minimum of 2 years of experience in the securities industry or financial services sector

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.

• 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

755 BOUL ST JEAN:POINTE-CLAIRE

POINTE-CLAIRE

Canada

0

Part time

WEALTH MANAGEMENT

Contract (Fixed Term)

Salaried

2024-08-14

2024-08-21

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 in order to serve clients in the community with English speaking needs
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or obligation to successfully complete both courses within 12 months of start date
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Minimum of 2 years of experience in the securities industry or financial services sector

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

755 BOUL ST JEAN:POINTE-CLAIRE

POINTE-CLAIRE

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-07-18

2024-08-02

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 in order to serve clients in the community with English speaking needs
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or obligation to successfully complete both courses within 12 months of start date
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Minimum of 2 years of experience in the securities industry or financial services sector

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

755 BOUL ST JEAN:POINTE-CLAIRE

POINTE-CLAIRE

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-16

You will discover a stimulating work environment that promotes your professional growth in a clean and safe environment. The incumbent will be responsible for performing various tasks related to the coordination and control of inventories at the Ville St-Laurent distribution center.

Available schedule: Sunday to Thursday 7:00 p.m. - 3:30 a.m.

Salary : $52,730 - $69,230 ****Salary offers may vary based on experience, education, skills and training.****

We support and care for our employees and their families by offering:

• Vacation upon hiring;

• Generous and comprehensive group insurance;

• Group pension plan with employer contribution;

• Telemedicine and assistance program for employees and their families;

• Share capital with employer contribution;

• Generous allowance for parental leave;

• Paid leave; sickness, mobile and volunteer leave;

• Possibility to contribute to group RRSPs and TFSAs

• Training and development programs;

• Activities organized for employees and their families;

• Special discounts on our products;

Contributing in this role means:

• Carry out the investigations necessary to maintain the inventory on a daily basis;

• Analyze non-conforming products and process them in the system;

• Carry out verification and reconciliation of physical and theoretical inventories of products;

• Prepare and carry out monthly end-of-period tasks according to established procedure; 

• Apply and strengthen internal controls in place to maintain the accuracy and integrity of inventory including that of external warehouses;

• Assist in the preparation and conduct of annual inventory counts;

• Perform any other related tasks.

The qualifications sought are:

• High school diploma or equivalent;

• Have a minimum of 1 or 2 years of experience in a similar position;

• Bilingualism (spoken and written) sufficient to communicate with inventory teams at other sites in Canada; 

• Attention to detail is essential and skills in analyzing complex data;

• Good knowledge of the Office suite (Excel intermediate level);

• Knowledge of Maestro and Manhattan systems (a significant asset);

• Knowledge of the inventory process (an asset);

• Initiative and ability to work independently;

• Good communication and interpersonal skills.
  

The Collection Representative will be responsible for a portfolio of accounts receivable and for reconciling, investigating and resolving all outstanding invoices.

****Salary ranges from $52 730 to $69 230***

****Salary offers will vary commensurate with experience, education, skills, and training.****

We support and care for our employees and their families by providing:

• Competitive salaries
• 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

How you will make contributions that matter:

• Manage the collection process of a given portfolio;
• Perform weekly analysis of payment agreements and investigation of all outstanding invoices and deductions;
• Resolve payment discrepancies within the required time frame;
• Document daily activities in the system;
• Ensure compliance with credit limits and management of pending orders;
• Initiate and respond to external and internal customer account inquiries;
• Reconcile accounts and prepare requests for deferrals, write-offs and credit notes;
• Apply and comply with existing policies and procedures;
• Prepare all documentation relating to deductions;
• Perform all other related tasks.

You are best suited for the role if you have the following qualifications:

• College diploma or technical diploma in accounting or equivalent;
• 5 years of experience in a credit/commercial collection (B2B) environment;
• English speaking and writing is essential; the candidate will be required to communicate with customers by e-mail and telephone
• Very good knowledge of the Office suite, knowledge of Maestro (asset);
• Strong interpersonal, negotiation, communication and customer service skills;
• Strong analytical, organizational and attention to detail skills;
• Ability to solve problems;
• Ability to adapt in a context of change.

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 employee in this position contributes to the success of PepsiCo Canada Beverages by providing administrative support for the fleet department for the entire Eastern Canada market unit.

Responsibilities

Main tasks and responsibilities 

• Carry out follow-ups on repairs that are carried out externally and perform the associated data entries;
• Perform data entries related to parts orders and preventive maintenance, using fleet-specific software;
• Perform general administrative support tasks including creating Power Point and generating computer reports to ensure monitoring of various indicators specific to the fleet;
• Reconcile account statements and make invoice payments through credit card transactions or via the APS system;
• Perform periodic maintenance of vehicle accidents to ensure data is up to date;
• Analyze data and make payments related to “Fleet Charge”;
• Ensure the updating of the IFTA standard and provide the necessary documentation;
• Carry out random checks in connection with GCS (Global Compliance System) for the entire market unit;
• Reconcile, maintain up to date the “GEOTAB” software and then report any discrepancies;
• Perform credit card follow-ups for gas fill-ups in order to meet CGS standards.

Responsibilities

Qualifications for the position:

• DEC in administration;
• Minimum of 3 years of relevant experience in the field of administration;
• Essential bilingualism (spoken and written French and English);
• Demonstrate strong skills with Microsoft Office software, including strong mastery of Excel (Pivot Table, Logical Operators, etc.);
• Be able to multitask in a fast-paced environment;
• Excellent organizational skills and ability to multitask;
• Great sense of autonomy and initiative;
• Demonstrate strong attention to detail and ability to communicate effectively with internal and external stakeholders.