All jobs within 50 km around Salt Spring Island in Administrative Jobs

The Assistant Branch Administrator is responsible for supporting the Branch Management Team in ensuring a high level of success is achieved through effective operations and administrative efficiencies. 
   
IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

• Consistently demonstrate high levels of internal and external client service
• Assist in the management of branch support staff, including executing development plans
• Ensure quality and efficiency of branch operations
• Assist with the execution and 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 
• Excellent verbal and written communication skills  
• Meticulous attention to detail and excellent time management skills 
• Provide excellent client service in a professional and respectful manner
• Strong organizational skills
• Ability to take initiative and work independently
• Investment Representative (IR) license is an asset or obtain license within 15 months of hire which includes:
  • Canadian Securities Course (CSC), 
  • Canadian Practices Handbook (CPH),
  • Investment Representative Training Program (IRT)
  • ScotiaMcLeod internal 30-Day training program

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 

What you'll be doing

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

How you'll succeed

• You have a diploma in Business Administration, Accounting, Finance or a similar field of study.

• You have a minimum of one year of Administrative experience, preferably in finance.

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

BC-Victoria, 730 View St., 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative

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.

03/29/2025

Address:

730 View Street

We are looking for a long-term support centric professional who is keen on being the keystone of a highly productive book of business. This is not a stepping stone opportunity to become an Investment Advisor, we are looking for an operations specialist who excels and loves creating solutions and providing exceptional white glove service to our clients.

Supporting BMO Nesbitt Burns / BMO Private Wealth , this role supports a high performing Advisory Team with day-to-day administration, transaction processing and provides exceptional client service to support achievement of business objectives.

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• 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.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
• 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.
• Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
• Assist in ensuring transactions and tasks are appropriately assigned to team members and completed where required.
• 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 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 and act in their best interests.
• Comply with all regulatory, legal, and ethical requirements as outlined in the Firm's policies and training modules.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Knowledge of investment process and procedures.
• Knowledge of investment products and services is preferred.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial/Retirement planning.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook will be a requirement of the position.
• Current Investment Representative registration or requirement to fulfill registration requirements to become as Investment Representative (IR).
• Excellent verbal & written communication skills.
• Strong organization skills required.
• Ability to collaborate and work well in a team environment.
• Strong analytical and problem solving skills.

$32,700.00 - $48,600.00

Package Operations Clerks are part-time positions and are responsible for updating package information, validating international address information using UPS systems, scanning premium service packages, assisting brokerage operations and updating the package inventory systems.

Operations Clerks may utilize heavy machinery to complete tasks. These positions will perform other tasks as assigned - including, but not limited to, working with the belts, the customer counter and with Canada Customs officers.

Location: 5960 Ferguson Road, Richmond BC

Shift: Monday to Friday; 6:00AM - 12:00PM

Note: UPS is a Federally Regulated Workplace

Hourly Wage: $17.40

Responsibilities:

Takes ownership of international shipping address corrections and data entry.

Assists in validating customs and brokerage documentation and calculations.

Operates all office equipment, software, and devices and trains others.

Maintains a clean, organized, and safe working environment.

Qualifications:

• Strong customer service skills
• Strong computer skills, including Microsoft Office Applications
• Strong verbal and written communication skills
• Must be comfortable working in a warehouse and belt-operations environment
• Ability to lift, up to 70-lbs unassisted, on an occasional basis

EDUCATION/WORK EXPERIENCE

• Able to work Monday to Friday
• Have good communication skills both verbal and written
• Able to work in a targeted environment.
• Work well in a team
• Working knowledge of word and excel.
• Some experience in a similar work environment would be an advantage

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The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

*Shift hours will vary according to operational requirements.

TheHub Operations Clerkis a part-time, day sort position and is responsible for updating package information, validating deliveryinformation using UPS systems, scanning premium service packages, assisting dispatch and updating the package inventory systems. This position may also perform general administrative responsibilities including preparation of reports using various software packages, compilation of information from various sources, and handling small scale projects.

The Hub Operations Clerk may be required to utilize heavy machinery to complete tasks, and will be trained to operate these equipment. Included in the responsibilities will be to complete package recovery process in the Hub, package inventory update, overgoods, DG processing and all other work as assigned.

• Job Type: Permanent/Part-Time

• Location: 5960 Ferguson Road, Richmond BC

• Shift:Monday to Friday (5 days/Week) 12:00PM - 5:00PM(shifts can vary and/or extend due to operational requirements) 

• Compensation: starting at $17.40 hourly

Responsibilities:

• Completes package and inventory recovery process in the Vancouver Hub Operations

• Completes overgoods processing and documentation

• Generates package recovery and overgoods processing reports for Hub Operations and Package Care

• Processes Dangerous Goods (DG) package recovery

• Takes action to learn all product and service offerings

• Operates all office equipment, software, and devices

• Maintains a clean, organized, and safe working environment

Qualifications:

• Strong customer service skills

• Strong computer skills, including Microsoft Office Applications

• Strong verbal and written communication skills

• Ability to work in a warehouse environment

The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

Overview

As an Administrative Assistant, you will be responsible for performing a variety of administrative tasks related to financial transactions, including invoicing, adjustments, cancellations, credits, cheque processing, and cash reconciliation. The ideal candidate will possess excellent attention to detail, strong organizational skills, and the ability to work efficiently in a fast-paced environment.

What’s in it for you?

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Perform invoicing duties, including generating and sending accurate and timely invoices to clients.
• Process adjustments, cancellations, and credit requests, ensuring data accuracy and compliance with company policies and procedures.
• Receive and process cheque payments from clients, accurately recording transactions in the system.
• Reconcile cash transactions to ensure alignment with financial statements and identify any discrepancies.
• Provide general administrative support to the branch, including filing, data entry, and correspondence.
• Answer phones and handle courier services, ensuring efficient communication and coordination with external parties.
• Ability to learn product codes and assist customers on the phone with inquires and sales

What you will bring:

• Minimum of one (1) to three (3) years work experience in a similar administrative role
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Oracle and AS400 system an asset
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• Strong attention to detail and accuracy in data entry and record-keeping.
• Excellent communication and interpersonal skills, with the ability to interact professionally with clients and colleagues.
• Advocate for H&S in the workplace.

Salary Range: $48,000 - $52,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

Overview

Package Operations Clerks are part-time and permanent positions, and are responsible for updating package information, validating international address information using UPS systems, scanning premium service packages, assisting brokerage operations and updating the package inventory systems.

Package Operations Clerks may utilize heavy machinery to complete tasks. These positions will perform other tasks as assigned - including, but not limited to, working with the belts, the customer counter and with Canada Customs officers.

• Location: 5960 FERGUSON ROAD, RICHMOND BC (Near YVR)*

• Shift: Monday to Friday; 6:00AM - 11:00AM

* The location of the package centre may not be regularly accessible by public transit during the available shifts. A secure form of transportation may be needed. Please check transit availability prior to committing with a shift.

_

Responsibilities:

• Takes ownership of international shipping address corrections and data entry.

• Assists in validating customs and brokerage documentation and calculations.

• Operates all office equipment, software, and devices and trains others.

• Maintains a clean, organized, and safe working environment.

_

Qualifications:

• Strong customer service skills

• Strong computer skills, including Microsoft Office Applications

• Strong verbal and written communication skills

• Must be comfortable working in a warehouse and belt-operations environment

• Ability to lift, up to 70-lbs (30-kg) unassisted, on an occasional basis

_

What we offer:

UPS offers a competitive compensation package which includes benefit options including health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

Our employee benefits include the following:

• Training and Development: UPS provides full training for all positions to ensure safety and compliance to policies and regulations;

• Weekly Compensation: Employees are paid on a weekly basis, every Friday;

• Generous Benefits Package: All UPS employees have extended health, dental, and vision benefits;

• Promotion From Within: UPS is a globally known brand and has expanded in many countries and so UPS offers lots of room for advancement in many areas of the business;

• Employee Discounts: All UPS employees have the chance to take advantage in employee discounts when purchasing UPS merchandise and other brands;

_

The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

UPS offers a competitive compensation package which includes benefit options inclusive of health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.