All jobs within 50 km around Scarborough Village in Administrative Jobs

What is the opportunity?

As the Administrative Specialist your primary focus will be to assist Estate Planning Specialist and or respective teams with ongoing policy administration.  The main focus for the role will always be to go above and beyond providing the best possible administrative service delivery.  The Administrative Specialist will also work with Investment Advisors and teams as they may be part of the policy administration process.

What will you do?

• Manage the administrative transactional request from either the EPS or IA team by

  • Review completed forms from the insurance company

  • Send completed forms to the insurance company for handling

  • Follow up with the insurance company

  • Confirm with all parties when completed

  • Maintain data integrity on our database by ensuring the change has been updated.

• Reassigning policies from one advisor to another whether that is with one advisor or on a mass request. 

• Complete agent of record requests when a client wants to bring their policy to RBC

• Maintain the insurance company inforce forms on our internal website

• Provide listing of insurance policies to the investment advisor

• Problem solving and helping provide alternative solutions

• Assist with any inquiries that may be requested

What do you need to succeed?

Must-have

• Minimum of 1-2 years in a similar role

• Post-secondary studies in a related field

• Excellent Communication skills

Nice to Have (not required)

• Full Insurance Licensed (LLQP)

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

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

• Opportunities to do challenging work

Job Skills

Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, Teamwork

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-24

2024-06-15

The Project Coordinator is accountable for the delivery of project sub-components and projects.

KEY DUTIES & RESPONSIBILITIES 

For the assigned projects and project sub-components:

• Supports the delivery of projects through effective coordination and delivery of assigned sub-components within overall projects.

• Delivers Connected Building projects (i.e. modems, firewalls, IoT sensors, edge computers, etc.)

• Researches and liaises with vendors to obtain quotes, create purchase orders, and onboarding to BGIS vendor system. Provides recommendation on preferred vendor.

• Develops cost estimates for assigned non-technical projects.

• Determines and prepares resource requirements.

• Develops schedules and monitors progress against timelines. 

• Develops and maintains effective relationships with vendors.  Monitors work progress to ensure completion.

• Ensures assigned project sub-components and non-technical projects are delivered on-time, within scope, budget and requirements, and complies with all regulatory, environmental, health and safety requirements.

Client Relationship Management

• Develops and maintains effective relationships with clients. 

• Accountable for resolving issues, managing client expectations, and ensuring client satisfaction.

• Escalates issues as needed.

Project Administration

• May perform project administration duties.

KNOWLEDGE & SKILLS

• 0 to 2 years of project administration work experience or administrative work experience with a Community college diploma or equivalent training.

• Administrative, coordination and organizational skills – administrative and organizational skills along with related administrative and coordination work experience.

• Project coordination – project coordination abilities along with proven experience in coordinating the end-to-end delivery of project sub-components.

• Project delivery – proven ability to deliver projects.

• Cost estimation – proven ability and experience in preparing cost estimates.

• Project scheduling – proven ability and experience in creating project schedules and determining resource requirements.

• Vendor coordination – proven ability and experience in coordinating vendor work and ensuring work completion.

• Communication –effective communication and influencing skills.

• Computer proficiency – proficient in and experience with MS Office suite of applications along with proven ability to quickly learn new applications. 

Licenses and/or Professional Accreditation

• None required

• Demonstrates an interest in pursuing Project Management Institute Accreditation

Posting Period: 22-MAY-2024 to 29-MAY-2024

Reporting to the Manager, Contracts Tenders & Payments and/or Supervisor, Contracts Tenders and Payments, the Support Assistant B will perform in a fast-paced collaborative environment providing administrative support to various teams.

Major Responsibilities:

• Performs varied administrative tasks involving the preparation, research, summary and reconciliation of data and the control and expedition of documents, data, revenues and cash. Prepares and processes documents/statistical summaries/reports etc. Assesses and analyses data. Drafts and signs correspondence.
• Checks work for accuracy and conformity with regulations, policy and procedures and corrects/resolves outstanding/incorrect items. Identifies issues and recommends solutions. Performs complex calculations.
• Directs, coordinates, schedules and trains assigned staff. Checks/verifies work of assigned staff. Operates office equipment and computers utilizing a variety of software packages, applying speed and skill. Prepares presentation material. Utilizes detailed layout and formatting.
• Co-ordinates and maintains a complex record/retrieval system. Maintains supplies inventories. Responds to e-mails, telephone and in-person inquiries from senior staff, the public, agencies and other levels of government utilizing in-depth knowledge of procedures, regulations and criteria.
• Reviews, accepts or rejects material/applications from the public, ensuring all criteria have been met.
• Receives and pays out cash and cheques, controls, monitors and balances petty cash, prepares bank deposits, withdrawals, reconciliations and processes/checks financial payments. Assists with budget administration for unit.
• Co-ordinates meetings, events and schedules. Takes/transcribes minutes.

Key Qualifications:

1. Considerable administrative experience in a team-oriented customer service environment.
2. Considerable experience in administrative processing and reviewing documents to
3. ensure accuracy and conformity with legislation, regulations, policy and procedures and correcting incorrect items.
4. Considerable experience in Microsoft Office Suite, specifically using Word and Excel.
5. Experience using computer based accounting and/or financial applications/systems (e.g. SAP).
6. Experience drafting, preparing and formatting letters, reports, memos, and other business documents.

You must also have:

• Ability to set priorities, meet deadlines, be resourceful, adaptable and able to work independently with minimal supervision in a fast paced environment.
• Ability to work effectively with staff and deal with the public tactfully and courteously. Aptitude with figures, attention to detail and ability to do arithmetic calculations accurately.
• Excellent interpersonal skills with ability to communicate effectively, both orally and in writing and able to compose detailed correspondence and to proof read materials.
• Ability to exercise independent judgement and discretion in dealing with confidential matters and correspondence.
• Familiarity in archiving and retrieving files manually and/or electronically in an organized manner. Working knowledge of workplace relevant legislation including Human Rights and Occupational Health and Safety Act.
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

• Posting Period: 22-MAY-2024 to 29-MAY-2024
•  

This is an exciting time to join the City Manager’s Office (CMO). The successful candidate will support multiple teams within the City Manager’s Office, that work on a range of cross corporate initiatives, and manage relationships with a variety of internal and external stakeholders. Working closely with other Administrative Assistants and staff within the CMO and the Deputy City Managers’ Offices (DCMOs), this is a collaborative team environment that works to deliver on the priorities of Council and the City Manager.

Major Responsibilities:

In this role the Administrative Assistant 2 will provide a variety of administrative functions in support of the CMO teams including:

• Performs varied administrative duties and clerical functions to support the operation of an organizational unit. May provide work direction and training to assigned staff.
• Exercises caution and discretion with reports, correspondence, labour matters, personnel and other confidential information. Prepares correspondence including that of a confidential nature, such as disciplinary letters or letters of offer.
• Schedules appointments, books virtual or in-person meeting space and ensures participants have all required information.
• Coordinates meetings, events and schedules. Takes/transcribes notes and follows up on information requests as required.
• Conducts research and retrieves and stores information on various issues, including in databases and record management systems.
• Screens, reviews and prioritizes incoming hardcopy and electronic mail, processes correspondence, and initiates, tracks, and provides initial response.
• Maintains tracking and following up of requests and ensures deadlines are met.
• Liaises with and supports the exchange of information with all levels of staff, elected officials, Accountability Officers, public appointees and the public.
• Prepares and processes various documents/ summaries/reports requiring the compilation of information, assessment of policies and analysis of data. Drafts correspondence, composes and prepares letters and memos and routes or answers correspondence.
• Prepares and organizes Council materials (including confidential and employment/labour relation matters), background, briefing notes. Formats Committee reports prior to signature.
• Checks work, including draft reports, presentations, memos, briefing notes and correspondence for accuracy and conformity with regulations, policies and procedures and corrects/resolves outstanding/incorrect items prior to signature.
• Operates various office equipment and computers using a variety of desktop applications and corporate systems. Prepares presentation materials ensuring detailed layout, formatting and accuracy.
• Coordinates and maintains complex record/retrieval system. Maintains supplies and inventories.
• Responds to enquiries and complaints from senior staff, the public, agencies, and other levels of government applying in-depth knowledge of procedures, regulations, criteria, etc., records detailed messages, and tracks follow up.
• Assists with budget administration for the unit.
• Maintains continuous awareness of municipal matters, divisional administrative systems and procedures, organization structures in the division, and major activities in order to provide effective administrative assistance.

 Key Qualifications:

1. Considerable experience providing administrative support to senior management, handling a broad range of administrative matters, standard office practices and procedures.
2. Considerable experience in the preparation and drafting of standard correspondence and reports, editing the layout and formatting of complex reports, correspondence, charts, tables, and statements to Council and/or Committees. 
3. Considerable experience preparing agendas, taking minutes at meetings, and identifying items for follow up.
4. Considerable experience working with confidential materials and/or information
5. Considerable experience with a variety of software packages including Microsoft 365, Word, Excel, PowerPoint, Outlook, SharePoint and virtual meeting technologies.
6. Excellent communication skills, both verbal and written. A strong command of grammar and writing skills for the purpose of proof-reading and editing.
7. Excellent organizational and time management skills, including attention to detail, ability to set priorities, meet deadlines and work effectively with minimal supervision, as well as deal with conflicting priorities and work demands in a fast-paced environment.
8. Highly developed customer service and interpersonal skills. Ability to deliver excellent customer service at all levels of the organization, members of Council, and external partners and stakeholders.
9. Strong analytical and problem-solving skills.
10.  Ability to work independently, in a politically sensitive environment, using sound judgement.
11. Ability to support Toronto Public Service values to ensure a culture that champions equity, diversity, and respectable workplaces.
12. Knowledge of government/public sector operations and asset.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates need experience of 1 year to less than 2 years

Location: Woodbridge, ON
Shifts: To be determined

Responsibilities:

• The candidate should be able to review, evaluate and implement new administrative procedures, establish work priorities and ensure procedures are followed and deadlines are met, carry out administrative activities of establishment and also oversee and co-ordinate office administrative procedures
• The candidate should be able to co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets, parking, maintenance and security services, assist in the preparation of operating budget and maintain inventory and budgetary controls and also assemble data and prepare periodic and special reports, manuals and correspondence

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
[email protected]

By mail:
6221 Hwy 7, unit 11
Woodbridge, ON
L4H 0L1

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As a Branch Administrator you will be responsible for contributing to the overall success of the branch by ensuring a high level of client service achieved by effective operations and administrative efficiencies. 
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Foster and develop a strong and positive team environment, driving employee empowerment, innovation and a high degree of engagement
• Effectively manage all administrative areas of branch operations
• Oversee the hiring, training, scheduling, supervision, and performance management of all support staff in the branch.
• Oversee all transactional banking functions
• Consistently demonstrate high levels of internal and external client service,
• Adhere to compliance and audit requirements and maintenance of branch profitability.

DO YOU HAVE THE SKILLS
We would love to work with you if you have:

• Experience in the securities industry
• Experience managing a large team
• Already duly registered as a Registered Representative (RR) with CIRO preferred
• Successful completion of Wealth Management Essentials (WME)
• Excellent verbal and written communication skills 
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills
• Fluently bilingual in Portuguese and/or Spanish preferred 

WHAT'S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.

• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

• Assist the Advisor team in welcoming and onboarding new clients.

• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

• Tap into your superior problem resolution skills to provide proactive client service.

• Effectively manage incoming communications from clients, Advisors and other internal and external partners.

• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology

• High level of time management and organization skills

• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

• Exceptional verbal and written communication in

Nice to have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Knowledge of RBC Dominion Securities’ systems and procedures

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

3250 BLOOR ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-28

As a Trust Administrator, RBC Royal Trust, RBC Wealth Management, you will be responsible to supporting the Relationship Managers in the Institutional Trust Services team with the administration of an assigned book of business providing timely, efficient, and accurate administration to ensure a seamless delivery of client service.  Team play is an important skill in this role as success is dependent on working in co-operation with others.

What will you do?  

• Assist Relationship Managers with the administration of their assigned book of business providing quality service and efficient, accurate, and timely account administration.
• Reactively and where required, proactively, maintains timely written, verbal, and electronic communication with the Relationship Managers and external contacts, where required.
• Keep informed about general investment procedures and philosophies.
• Proficient use of all software and internal technology.
• Assists Relationship Managers in ensuring all account administration is performed in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives.
• Understands the Team’s service standards and the need for operational consistency, continuous improvement and high-quality client service.
• Ensure all account information on internal systems is up to date, complete, and accurate.
• As required, provide training to new employees, assist others and back/up relief to other positions

What do you need to succeed?

Must have

• Post-secondary education or equivalent
• Computer literate
• Effective written, verbal, and electronic communication skills
• Able to work with minimal supervision and with others and perceived as a team player Exhibits sound judgment and decision-making abilities, can work under pressure to meet deadlines, good organizational skills and attention to detail

Nice to have

• 1-3 years’ experience in a similar role and/or 1-3 years’ experience in the Banking or Investment Industry
• Trust & Estates Professional designation
• Successful completion of Royal Trust, Trust Administrator Certificate (or to complete within 3 years)

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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities         
• Access to a variety of job opportunities across business and geographies

WMRT

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-05-26

Toronto, CA

• Posting Period: 16-MAY-2024 to 29-MAY-2024 

Major Responsibilities:

• Performs varied administrative tasks involving the preparation, research, summary and reconciliation of data and the control and expedition of documents, data, revenues and cash.
• Prepares and processes documents/statistical summaries/reports etc. Assesses and analyses data. Drafts and signs correspondence.
• Checks work for accuracy and conformity with regulations, policy and procedures and corrects/resolves outstanding/incorrect items. Identifies issues and recommends solutions. Performs complex calculations.
• Directs, coordinates, schedules and trains assigned staff. Checks/verifies work of assigned staff.
• Operates office equipment and computers utilizing a variety of software packages, applying speed and skill. Prepares presentation material. Utilizes detailed layout and formatting.
• Co-ordinates and maintains a complex record/retrieval system. Maintains supplies inventories.
• Responds to e-mails, telephone and in-person inquiries from senior staff, the public, agencies and other levels of government utilizing in-depth knowledge of procedures, regulations and criteria.
• Reviews, accepts or rejects material/applications from the public, ensuring all criteria have been met.
• Receives and pays out cash and cheques, controls, monitors and balances petty cash, prepares bank deposits, withdrawals, reconciliations and processes/checks financial payments. Assists with budget administration for unit.
• Co-ordinates meetings, events and schedules. Takes/transcribes minutes.

Key Qualifications:

Your application must describe your qualifications as they relate to:

1. Considerable experience working in a front-line, highly demanding customer service oriented environment, performing various clerical and administrative tasks.
2. Considerable experience utilizing case management systems (e.g. Licensing System, ICON, etc.) and a range of office equipment such as scanners, Point of Sales (POS) systems and other relevant equipment to support the division's core requirements such as Captiva, T-Recs, Front Desk, etc.
3. Considerable experience using a variety of software packages such as Microsoft Office Suite (i.e. Word, PowerPoint, Excel and Outlook) to create and format documents, reports, charts, spreadsheets and POS/bank reconciliations.
4. Considerable experience reviewing personal and corporate documents of a sensitive nature for the purpose applications and data entry both in-person and online, in hardcopy and digital format.

You must also have:

• Excellent interpersonal skills with the ability to provide a high level of customer service and respond to email, telephone and in person inquiries in an efficient, discreet and diplomatic manner.
• Excellent organizational, analytical and multitasking skills with the ability to set priorities, co-ordinate a diverse workload, meet tight deadlines and assess priorities while working with minimal supervision.
• Excellent problem solving and decision-making skills with the ability to handle and resolve difficult situations in a professional manner.
• Excellent keyboarding, proof reading and data entry skills with emphasis on volume and accuracy.
• Ability to work in a high pressure, high volume, team environment and carry out instructions with minimal supervision.
• Ability to work in a customer service-oriented environment, dealing directly with the public, including handling customer inquiries in person, by telephone and in writing.
• Ability to write in a clear, concise and legible manner.
• Ability to exercise independent judgment and discretion in dealing with confidential operational matters.
• Ability to compile financial data and statistical summaries and to balance documents.
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces. 
• General knowledge of court proceedings, tribunal process and procedures. 
• Knowledge and understanding of relevant bylaws (e.g. Toronto Municipal Code Chapter 545 and 546) and other government legislations, regulations, policies, practices and procedures.

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHATS IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

Location(s):  Canada : Ontario : Toronto