All jobs within 50 km around Sherwood Park in Administrative Jobs

Administrative Coordinator

Full-time

Edmonton, AB (In-person)

Shift: Sunday to Thursday, 9:00pm to 5:00am

The Administrative Coordinator is responsible for ensuring accurate and timely processing of invoices, identifying process improvements, prioritizing and contributing to the resolution of reoccurring issues while delivering on assigned objectives. This position is responsible for customer service, booking appointments, processing brokers’ pay and other administrative projects.

How You’ll Help: 

• Interpret Bill of Lading/POD information and accurately update the AS400/Centerline System to create and/or revise an existing probill.
• Rate and Audit the rates to ensure billing is accurately invoiced
• Assign the accurate bill to customer in the AS400/Centerline System
• Release and/or update errors with EDI (Electronic Data Interchange) files into Billing Queue
• Scan and index Bills of Lading and Proof of Delivery documentation into DataMagine/Server
• Extract various reports from the AS400/Centerline system, validate information for accuracy and action items as required
• Generate and distribute invoices and/or supporting documents via mail, email and web portals
• Release invoices from system within established guidelines
• Contact customer to validate email/mailing address and/or discuss invoice options, as required
• Validate, create and/or update Customer Master accounts and set invoice options according to established protocols
• Track non-standard customer invoice requirements
• Escalate issues within established guidelines to ensure accurate invoicing
• Investigate reoccurring invoice issues to get to the root cause. Work with all levels of the business, as well as, external customers to implement sustainable solutions
• Collaborate across internal departments to ensure invoices are created/updated accurately within the timelines set forth by the business
• Maintain positive customer relationships; both internally and externally
• Exhibit leadership at all times, be accessible and approachable to all Billing Team members
• Other related duties may be required to support the Administration Team

Your Skills and Experience:

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Minimum one year experience in an office environment
• Previous Transportation experience is preferred
• A suitable combination of education and experience may be considered
• Excellent verbal and written communication skills
• Computer skills – accuracy, MS products; AS400 experience, an asset. Must possess the ability to learn new software
• Demonstrated interpersonal and customer relationship skills
• Strong analytical and problem solving skills, particularly numerical
• Detail orientated with the ability to work accurately in a high volume, fast paced environment.

Overview

Overview

Overview

Overview

Overview

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 an Administrative Associate/ Branch Operations Assistant 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
• Ensuring all technology is running at maximum efficiency as required
• Act as first point of contact for clients arriving at the branch as required
• Assisting with the execution of implementation of procedures to ensure compliance with corporate policies and industry regulations

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

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.

#LI-HA1 #LI-Onsite

This position enters billing and address information into the UPS system and complete various administrative tasks within the data entry department.

Responsibilities:
Enters data into UPS systems within time specific guidelines.
Checks and forwards legal documentation.
Provides administrative support to Management team.

Qualifications:
Excellent communication skills
Accurate typing speed of 40+ words per minute
Availability to work flexible shift hours and work 5 days a week

Schedule:

Monday to Friday, 08:00 to 13:00 with flexibility

Part time (25 hours per week)

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

Is this role right for you? In this role you will:

• Process documentation requests and input transaction requests as directed by Financial Consultants
• Partner with Financial Consultants and Portfolio Managers in booking client meetings
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Respond to last minute requests from Financial Consultants during client meetings
• Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
• Provide support and participate in the research and resolution of client issues
• Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
• Prepare and process new account documentation as required 
• Update the database for all client contact, ensuring that all client information & notes are recorded correctly
• Maintain monthly compliance related tasks as required
• Liaise with accountants and third parties as required
• Prepare business correspondence to clients and third parties
• Participate in projects as required
• Provide reception coverage and general office duties

The Must Haves:

• Community college diploma in Business Administration or equivalent
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• Working knowledge of CRM2 
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

 
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Initiative and are resourceful
• An ability to work independently or effectively within a team
• An ability to manage multiple priorities in a fast- paced environment
• An ability to effectively manage change
• A focus on achieving results  

Location(s):  Canada : Alberta : Edmonton || Canada : Alberta : Calgary || Canada : British Columbia : North Vancouver || Canada : British Columbia : Victoria || Canada : Manitoba : Winnipeg

Overview

Overview