All jobs within 50 km around Burlington in Administrative Jobs

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

 
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.

Job Description:

Reporting to the Manager of the Confronting Anti-Black Racism Unit, the Support Assistant B will be a part of an administrative support team, providing assistance to the Confronting Anti-Black Racism Unit in the Community Resources Section, including key initiatives in relation to the Toronto Action Plan to Confront Anti-Black Racism areas.

Major Responsibilities:

• Performs varied administrative tasks involving the preparation, research, analysis, summary and reconciliation of data and the control and expedition of documents, data, revenues and cash.

• Assesses and analyses data and prepares and processes documents/statistical summaries/reports etc. 

• Drafts and distributes correspondence on behalf of Community Resources staff.

• Checks work for accuracy and conformity with regulations, policy and procedures.

• Corrects/resolves outstanding/incorrect items, identifying issues and recommends solutions. 

• Performs complex calculations.

• Directs, coordinates, schedules and trains assigned staff, checking and verifying work of assigned staff for accuracy.

• Operates office equipment and computers utilizing a variety of software packages, applying speed and skill. 

• Prepares presentation material, documents and reports, utilizing detailed layout and formatting.

• Co-ordinates and maintains a complex record/retrieval system. 

• Monitors, orders and maintains supplies/resource materials and equipment for unit and/or other locations.

• 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 as it relates to the Community Resources Initiatives.

• 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, tracks and submits monthly PCard transactions and receipts. 

• Assists with budget administration for unit, including processing of vendor invoices.

• Co-ordinates meetings, events and schedules, including equipment booking and arranging business travel, such as conference registration and accommodations.

• Takes/transcribes minutes and provides on-site support to events.

Key Qualifications:

Your application must describe your qualifications as they relate to:

1. Considerable experience performing clerical and administrative duties, including taking meeting minutes, drafting email communications and tracking of payments.

2. Considerable experience using various software packages including Microsoft Office software (i.e., Word, Excel, PowerPoint, Outlook and Access), SAP, WebEx and various data management software (i.e. Canva and Request for Purchasing Goods & Services (RPGS) system).

3. Considerable experience creating and formatting large complex documents, reports, charts, spreadsheets, presentations, contact and document logs and databases.

4. Experience supporting Black communities in various settings including civic engagement and community mobilisation.

You must also have:

• Excellent communication skills with the ability to compose correspondence, memoranda and transcribing minutes.

• Excellent organizational, analytical, problem solving and multi-tasking skills with the ability to be flexible and assess priorities, work within tight time constraints and meet deadlines.

• Excellent customer service skills, interpersonal and conflict management skills, with the ability to take initiative.

• Ability to deal effectively with all levels of staff, senior management, councillors, the public and external contacts in person, by telephone and in writing.

• Ability to work both cooperatively within a team and independently under time constraints.

• Ability to exercise independent judgement and discretion in dealing with confidential and sensitive information.

• Knowledge of general statistical techniques and practices, with the ability to make calculations accurately.

• Familiarity with governmental policies and procedures, related legislation, municipal government operations, council proceedings and political issues.

• Occasional ability to work evenings and weekends, as required.

• Ability to support Toronto Public Service values and a workplace culture that champions equity, diversity, and inclusion.

• Working knowledge of the Toronto Action Plan to Confront Anti-Black Racism and issues/solutions in relation to the Toronto’s Black communities is considered an asset.

Posting Period: 05-JUL-2024 to 12-JUL-2024

• Posting Period: 8-Jul-2024 to 22-July-2024

The Administrative Assistant 1 provides senior level administrative support to the Executive Director Financial Planning Division. Your executive-level administrative skills will be relied upon daily to deliver on the goals and objective of the Division. Your excellent communication, organization, time management and critical thinking skills, combined with your customer service focus, diplomacy and tact will be relied upon for the Division’s success.

Major Responsibilities:

Your responsibilities as an Administrative Assistant 1 will focus on performing a variety of specialized administrative support to assist with the day-to-day management operations and coordination of complex projects and/or program related functions, specifically:
 

• Provides senior level administrative support, advice and guidance on key initiatives and policies. Reviews and directs incoming correspondence, phone calls, and initiates responses.
• Manages and schedules daily appointments and activities; arranges meetings; and business travel. Organizes the schedule of the Executive Director with special consideration to requests from the Mayor's office, city councillors, the Chief Financial Officer and Treasurer, and other City and Agency officials.
• Co-ordinates daily administrative operation by organizing workload priorities. Provides effective work direction, training and guidance and acts as a resource to support staff. Co-ordinates the development and implementation of secretarial and administrative standards and procedures for the Division. May direct and train, on a daily basis, clerical support services on divisional processes and procedures.
• Receives and provides initial response including initial data collection related to telephone calls and correspondence from clients and staff and refers for appropriate action.
• Prepares and processes documents of a confidential labour relations nature, such as notes regarding disciplinary action, documents pertaining to grievances and arbitrations, letters of discipline, contingency planning, restructuring and downsizing initiatives, and position termination. May attend and take minutes at grievance hearings.
• Ensures and checks the efficient and correct preparation and processing of documents in accordance with appropriate policies and legislation. Ensures conformity with regulations, statutes, by-laws, agreements, policies and procedures. Proof-reads own and other's material.
• Monitors all key reports required for committees and council and ensures deadlines are met. Reviews council and standing committee agendas and reports flagging items that will impact on operations. Identifies issues and initiates responses.
• Participates in the development of communication strategies and prepares and co-ordinates communications material within the department/division including newsletters, bulletins and flyers.
•  
• Co-ordinates and maintains the records management system.
• Handles, prioritizes and/or redirects inquiries and/or provides information and guidance to staff, Mayor's office and councillors, clients, the public, the media, agencies, union representatives and other levels of government, utilizing specialized knowledge of corporate policies, regulations, protocols.
• Performs highly independent, specialized administrative tasks, including, preparation, research, investigation, review, reconciliation, control and co-ordination of various documentation and processes.
• Administers, prepares, processes and composes documents, routine reports, statistical summaries and reports requiring considerable judgement in the interpretation and application of regulations and practices.
• Prepares complex calculations and analysis of data, including the monitoring of expenses and participates in compiling data for forecasting and budgeting.
• Operates computers utilizing and manipulating a variety of desktop applications and corporate systems. Prepares presentation materials.
• Attends various meetings, events, hearings, and acts as the unit representative.
• May review applications from the public and handle special projects.
• Co-ordinates meetings, special events, schedules, workshops, grievances, labour-management meetings, food services, printing of conference materials, registration. Takes/transcribes minutes and follows-up taking action when necessary.
• Maintains petty cash, as required from time to time.
• Monitors tracks and reports attendance management.
• Maintains a continuous awareness of corporate and departmental administrative systems and procedures, organizational structure and major activities in order to provide effective administrative assistance.

Key Qualifications:
 

1. Extensive experience utilizing a variety of software packages (i.e. Microsoft Word, Excel, PowerPoint, Outlook, etc.).
2. Considerable experience providing administrative support to senior management, handling a broad range of administrative matters, standard office practices and procedures.
3. Considerable experience in the preparation and drafting of standard correspondence, reports, presentations and charts/tables, editing the layout and formatting of complex reports, presentations, correspondence, charts and tables, and statements to Members of Council, Council or Committees.
4. Considerable experience preparing agendas, taking minutes at meetings and identifying items for follow up.
5. Experience annotating and/or summarizing complex data, reports, briefing notes and/or committee/council reports.
6. Experience in municipal operations that may also include but not limited to knowledge of legislation, bylaws and policies related to municipal operations.
7. Strong analytical and problem-solving skills in combination with the ability to perform duties under minimal supervision in a politically sensitive and fast paced environment, using sound judgement and discretion including handling of confidential materials and information.
8. Ability to implement effective administrative work procedures and maintain an organized office in a fast-paced and complex executive office.
9. Excellent organizational and time management skills, including attention to detail, ability to set priorities, meet deadlines and work effectively with minimal supervision, assess situations to determine importance, urgency and risks, and make clear decisions or deal with conflicting priorities and work demands.
10. Highly developed customer service and interpersonal skills. Ability to deliver excellent customer service at all levels and with external partners and stakeholders.
11. Excellent communication skills, both orally and in writing.
12. Must be resourceful, adaptable and possess a high degree of initiative.
13. Ability to provide work direction to other support staff.
14. Ability to research and prepare information in a timely manner.
15. Ability to work beyond normal business hours and flexible hours including weekends and evenings when necessary.
16. Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

Posting Period: 27-Jun-2024 to 11-Jul-2024

Reporting to the Director, the Administrative Assistant performs a variety of specialized senior level administrative, secretarial and/or program related functions for the Director and the Section's management team in the performance of senior management functions. 

The primary functions associated with this position include but are not limited to:

• Performs specialized and senior level administrative tasks; including preparation, investigation, research, review, and the overseeing of projects.
• Communicates with various internal divisions in the coordination of projects and/or activities and liaises with external parties on administrative matters on behalf of the Director.
• Identifies, screens/prioritizes issues and initiates responses on behalf of the Director.
• Prepares and composes documents, summaries and reports.
• Prepares draft agendas, attends meetings, takes/transcribes/distributes minutes and provides status report to Director on followed-up action items.
• Coordinates special events, workshops; coordinates meetings and schedules, and adjusts workplan to meet unscheduled events; organizes/coordinates and attends Management Team Meetings and monthly Manager Meetings.
• Provides work direction, training and guidance and acts as a resource to support/clerical staff.
• Reviews correspondence and documents for accuracy and conformity to policies and procedures and signing authorities.
• Locates/extracts and consolidates information required in reports and correspondence.
• Undertakes research/analysis and prepares reports on the various issues/findings.
• Organizes and maintains Director’s filing system.
• Prepares/processes documents and handles issues of a confidential/sensitive nature.
• Assists in the preparation of briefs, presentation/meeting materials.
• Develops and maintains linkages and contacts with staff, Councillors, and other levels of Government, ABCDs, the public, and private institutions that have regular contact with Director.
• Maintains an awareness of corporate/cluster/divisional administrative systems, issues and initiatives.
• Ensure that reports are finalized, and submitted to Council, Standing Committees and Community Councils adhering to closing deadlines.
• Identifies items for the Director that have potential impact on operations, compiles background information on agenda items to ensure information is readily available to Director. Monitors and reviews committee and council agendas, flagging items of divisional impact and identifies these issues and initiates responses.
• Makes recommendation of new/modified administrative functions and their implementation.
• Provides follow-up to assignments given to management staff; provides status reports to the Director.
• Assist in Budget information compilation of data for forecasting and co-ordination between sections/units.
• Monitors/maintains, purchasing records, invoices and items requiring Director’s signature.
• Maintains records related to budget administration.
• Arranges business travel including conference registration, accommodation and cash advances.
• Reviews accuracy of expense claims
• Organizes and maintains policy and procedure manuals.
• Operates computers utilizing and manipulating a variety of software packages.
• Reviews, prioritizes, distributes and/or responds to Directors mail, e-mails and enquiries as appropriate.
• Manages the Director’s schedule.
• Maintains various staffing records, such as attendance register, establishment lists, requests for staff, EOCR’s and individual employee files, on behalf of Director.
• Orders/maintains and oversees the purchase/lease regarding the inventory of office equipment/supplies and maintenance and liaises with computer/printer service contractors.

Key Qualifications:

Your application must describe your qualifications as they relate to: 

1. Considerable experience in providing administrative assistance to senior management handling a broad range of administrative matters.
2. Extensive experience utilizing a variety of software packages, e.g. Word, Access, PowerPoint, Outlook, and Excel.
3. Experience in preparing and reformatting complex reports, correspondence and documents for Council and/or senior management staff.
4. Experience taking minutes at meetings and handling confidential documents and reports.
5. Experience with filing systems and the management of large volumes of information both hard copy and electronic.

You must also have:

• Excellent organizational and time management skills, including attention to details, ability to set priorities, meet deadlines and deal with conflicting priorities and work demands.
• Excellent communication skills to deal effectively, both orally and in writing, with the Mayor and Council, media, senior government officials, and all levels of staff, and external agencies and organizations.
• Strong ability to draft correspondence and memoranda.
• Strong analytical and problem solving skills in combination with the ability to perform duties under minimal supervision.
• Ability to plan, schedule and organize work to meet changing timelines with minimum supervision.
• Ability to exercise independent judgement and discretion in dealing with confidential operational matters and staff matters such as performance reviews and salary increments.
• Ability to provide work direction to other support staff.
• Ability to research and compile data in a timely fashion.
• Ability to utilize other software packages relevant to supporting the division’s core requirements (e.g., Project Tracking Portal).
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

The specialized legal assistant role will undertake a variety of administrative tasks and clerical responsibilities in the areas of real estate, corporate securities, corporate governance and ESG. You will work under the supervision of the General Counsel and Corporate Secretary and will provide support to a legal team of eight professionals. 

• Providing administrative support to four or more lawyers (including managing calendars).

• Reviewing, verifying, and routine correspondence, drafting letters and documents, preparing redline documents, inputting amendments to documents, organizing client meetings, preparing expense and benefit claims reports.

• Co-ordinate time, trips, meetings, and material to ensure that the team operates efficiently and effectively.

• Gather information/research assignments as they are assigned.

• Assisting in the preparation of real estate and corporate documentation.

• Supporting the Corporate Secretary in the following ways:

  • coordinating trustee calendars;

  • preparing meeting agendas;

  • preparing run-of play including coordinating meals for Committee and Board meetings;

  • preparing, editing, reviewing, and coordinating materials/ presentations for the Board and its Committees;

  • being accountable for managing multiple Board books in Diligent as well as providing support for Diligent Messenger;

  • assisting with organizing trustee education sessions and outings; and

  • assisting in the coordination of the annual general meeting.

• Filing of public company documents (SEDAR, SEDI, TSX).

• overseeing the department’s legal document management system (including opening files/matters on an ongoing basis);

• Assisting in transaction closings including coordination of documentation, execution of documentation, filings etc.

• Managing property database (including lease database) and precedent system.

• Managing legal invoicing and tracking.

• Preparing and attending to execution of documents.

• Facilitating the meeting of deadlines by keeping multiple agendas and provide timely reminders.

• Interacting with external counsel (quarterly WIP, invoicing, execution of documentation, minute book matters, etc.).

• Assisting with internal organizing and filing of supporting materials for ESG reporting.

• Special projects as assigned.

What you bring

• Minimum 5 plus years of experience as legal assistant.

• Proficient in MS Word, Excel, PowerPoint, Outlook, Diligent and Adobe (knowledge or familiarity with CorpLink, TSX SecureFile and Teranet is an asset).

• Outstanding time-management; ability to multitask, work in busy environment and prioritize and meet competing deadlines.

• Strong attention to detail.

• Must be able to work independently.

• Professional manner, sensitivity to confidential information, strong initiative and decision-making skills, positive attitude and comfortable dealing with a diverse pool of people.

• Ability to effectively communicate with business partners and colleagues.

• Experience working with public boards.

#LI-NV1

The ideal candidate is an experienced Medical Coordinator who possesses excellent communication and client service skills. The role is primarily responsible for obtaining medical laboratory reports, fulfilling prescription requests, answering phones and administrative work for the Year Round Care Team.

The Accountabilities:

• Coordinate follow up care from the Year Round Care appointments including follow up appointments, prescription renewals, and results.
• Work with Year Round Care Physicians and Nurse Consultants in managing client care
• Respond to all communications including e-mails and phone calls regarding patient inquiries
• Assist with organization and tracking of medical reports and results
• Coordinate with other clinic staff to ensure exceptional delivery of service
• Other administrative duties as required
• Results Management including distribution of results to Physicians and Nurse Consultants
• Assist with administrative functions like chart preparation, chart pulls, faxing, scanning and mailing of results to patients and to facilities
• Read and interpret physician notes
• Answer Year Round Care line

There is no face-to-face patient contact in this role; the primary interaction with patients is through the telephone or by e-mail so the successful applicant must have similar experience. The role is well suited to candidates who have demonstrated the ability to thrive in a changing environment, have excellent organizational skills, an ability to prioritize and work independently and have experience working with multi-disciplinary teams including nurses and physicians.

The Requirements:

• 1-2 years Medical Office experience
• Medical Office Administration diploma
• Excellent written, verbal and electronic communication skills
• Intermediate level in MS Word, Excel, and Outlook
• Prior switchboard or reception experience is an asset
• Exceptional client service skills
• Sound knowledge of medical terminology and laboratory results

This is a 6 month contract role with full-time hours. The position will be remote while we continue to navigate the current global pandemic, it may require partial or full on-site requirements in future. This role is primarily scheduled during business hours Monday - Friday 9:30am-6pm.

Our benefits:

Medcan’s philosophy of Live Well, For Life applies not only to our clients, but also our valued staff members. We provide paid Wellness Days along with a variety of programs to help our employees manage their mental and physical well-being. We offer special employee rates on fitness sessions, in-house specialty services, and a complimentary membership to our clinic to name a few.

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

KEY DUTIES & RESPONSIBILITIES 

For the assigned non-technical projects and project sub-components:

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

·       Assists in the preparation and execution of vendor proposal requests, bid calls, and contract preparation / award.

·       Delivers non-technical projects (i.e. furniture installation, furniture reconfiguration, office space construction, office painting and re-carpeting, etc.).

·       Researches and liaises with vendors to obtain quotes. 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

·       3 to 5 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.

·       Non-technical project delivery – proven ability to deliver non-technical projects.

·       Proposal and Contracts – Familiar with industry vendor acquisition practices and contract forms and preparation.

·       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

§  Demonstrates an interest in pursuing Project Management Institute Accreditation.

As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.  
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Be responsible for onboarding new client relationships through digital account opening and documentation administration 
• Process client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
• Respond to client inquiries and issues in a timely manner and escalating, as required

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

• Experience in the securities industry
• 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.

Posting Period: 12-June-2024 to 26-June-2024

Major Responsibilities:

• Prepares, researches, maintains and processes documents. Selects and presents data. Determines and corrects errors.
• Drafts correspondence. Inputs, updates and maintains data.
• Operates office equipment and computers utilizing a variety of software packages, applying speed and skill. Prepares presentation materials, forms etc. Utilizes layout, formatting and keyboarding skills using computer.
• Maintains filing and retrieval systems for records/documents.
• Receives documents/applications, invoices/monies from the public or other levels of government and ensures accuracy and completeness. Issues/completes receipts/documentation. Receives, balances and records payments and completes receipts
• Directs and/or guides and/or checks work of other staff.
• Responds to inquiries requiring broad knowledge of the operational area/function.
• Co-ordinates meeting rooms, bookings and special requirements for meetings. Attends meeting, takes and transcribes minutes.
• Prepares, sorts, processes, collects, opens, distributes and delivers mail, cash, bank deposits.
• Monitors, orders and maintains supplies/resource materials for unit or other locations.

Key Qualifications:
Your application must describe your qualifications as they relate to:

1. Considerable experience working in an administrative support function and a customer service environment dealing directly with service providers, the public and staff via phone, email and mail inquiries.
2. Considerable experience and proficiency in computerized software programs, specifically Microsoft Word, PowerPoint and Excel

You must also have:

• Experience and proficiency in purchasing and payment processes using computerized applications (such as SAP) within a corporate environment
• Knowledge of standard office practices and procedures, such as the City’s procurement processes.
• Ability to set up and maintain manual and computerized filing systems.
• Good interpersonal skills with the ability to communicate effectively, both orally and in writing and develop solid internal and external work relationships.
• Ability to work independently and cooperatively within a team setting.
• Ability to handle detailed work with accuracy.
• Ability to handle confidential and sensitive information with discretion and tact, including interaction with Shelter Clients.
• Knowledge of billing and invoice reconciliation.
• Knowledge of current issues and trends in homelessness, housing and mental health an asset.
• Problem solving and decision making skills, with the demonstrated ability to handle and resolve situations, utilizing knowledge of policies, practices and procedures.
• Mathematical ability to compile statistical summaries and to balance accounting documents.
• Knowledge of current issues and trends in homelessness, housing and mental health an asset.
• Knowledge of SMIS Client Software an asset
• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

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