All jobs within 50 km around Saint-Lazare 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]

What is the opportunity?

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

• Oversee the efficiency of day-to-day operations

• Fulfill administrative duties: Printing, packaging ,and mailing of client reports

• Manage specialist calendars and meeting materials

• Complete monthly expense reports

• Maintain and order equipment and supplies

• Manage files and records, and complete travel arrangements

• Assist with preparations for business seminars and special events  

What do you need to succeed?

Must have:

• A minimum of two years of experience in a similar position in the financial industry

• Strong working knowledge of Microsoft Office

• Effective written, verbal and electronic communication skills

• Self-motivated and able to work with minimal supervision

• Ability to work effectively with others and be perceived as a team player

• Ability to work under pressure to meet deadlines

• Good attention to detail and Strong time management skills

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice to have:

• IFIC

• 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 world-class training program in financial services

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact  

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Regular

Salaried

2024-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.