All jobs within 50 km around Alliston in Administrative Jobs

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

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 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

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

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Collingwood is looking for an Administrative Assistant to provide administrative support to a successful and fast growing Advisory Team.  The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Manage all social media, website content and assist with any marketing projects
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages.
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

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

Job Skills

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

Additional Job Details

1 1 ST:COLLINGWOOD

COLLINGWOOD

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-06-28

2024-07-12

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. Details on your work arrangement will be discussed at the time of your interview.

How you'll succeed

• 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 [email protected]

• 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.

Job Location

Collingwood

Weekly Hours

37.5

Skills

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

This position troubleshoots, calibrates, and adjusts plant floor devices as necessary to maintain optimal performance of plant floor equipment. This position sorts calls and breakdowns and expedites their completion. This position provides information to maintenance mechanics on how to complete required repairs to resolve breakdown situations. This position assists in solving the daily problems inherent in keeping the conveyors or physical facility in good working order.

Responsibilities:
Responds to internal customers.
Responds to facility alarms and emergencies.
Troubleshoots problems that arise.
Performs preventative maintenance.

Qualifications:

Bachelor's degree or international equivalent in engineering - Preferred
Programming experience including troubleshooting, basic understanding of networks, motor control theory, and operation including basic AC and DC electrical troubleshooting - Preferred
Proficiency in Microsoft Office products
Ability to read and interpret electrical schematics and elementary diagrams

The Data Entry Administrator is responsible for providing inbound telephone customer support, identifying the nature of calls and inquiries. This role involves daily communication with both internal and external customers via telephone, fax, and email. Additionally, the position includes inputting and processing domestic and international shipments, ensuring compliance with UPS policies and local government regulations.

Job Type: Part-Time - Permanent

Work Location: 2900 Steeles Ave W, Concord, ON L4K 3S2, Canada

Workdays: Monday through Friday

Shift Start: 11:30 pm

Shift Duration: 3 -5 hours per day *Flexibility required*

Hourly Wage: $17.30/hr.

** APPLICANTS MUST BE ABLE TO WORK UP TO 25 HOURS PER WEEK**

KEY RESPONSIBILITIES:

• Screen all incoming calls Manage and screen all incoming calls efficiently
• Accurately input data into UPS systems, adhering to specified deadlines
• Review and forward legal documents to the appropriate recipients
• Provide administrative support to the management team to ensure smooth operations

REQUIREMENTS:

• Exceptional verbal and written communication skills
• Typing speed of 40+ words per minute with high accuracy
• Proficiency in MS Office applications
• Ability to work independently with minimal supervision
• Ability to lift up to 70 lbs. without assistance
• Strong multitasking capabilities
• Ability to thrive in a fast-paced environment
• Willingness to work flexible shift hours and a 5-day workweek

COMPENSATION AND BENEFITS:

• Hourly pay rate of $17.30/hr.
• Paid training provided
• Weekly pay via direct deposit, every Friday
• Personal paid days off after completing a 60-day probation period
• Two weeks of paid vacation after one year of service (increasing to three weeks after 5 years, four weeks after 10 years, five weeks after 20 years, and six weeks after 25 years)
• Extended health care benefits, including vision, health, life insurance, and dental coverage, available after one year of service
• Immediate access to UPS employee discounts
• Complimentary onsite parking
• Employee referral bonus program (conditions apply)
• Opportunities for advancement within a Fortune 50 company

WORKING CONDITIONS:

• Exposed to changing temperatures when working in a warehouse environment

This position is responsible for loading, unloading, shipping, receiving, scanning, sorting, and stocking packages. This position may utilize heavy machinery to complete tasks. This position performs other tasks as assigned.

Shift Time: Monday to Friday -23:45 - 04:45 AM shift start (3-5 hours) -flexibility with start and end times expected

Key Responsibilities:

• Screens incoming calls
• Perform checks on packages (check labels, packaging, invoices) and scan packages
• Keys data accurately within time specific deadlines into UPS systems
• Checks and forwards legal documentation
• Provides administrative support to Management team
• Good attention to detail

Qualifications:

• Excellent communication skills
• Typing speed of 30+ words per minute with 90% accuracy
• Ability to work in a fast-paced environment
• Availability to work flexible shift hours

• Ability to lift up to 70lbs

• Warehouse experience is an asset

Compensation and benefits:

• Extended Health & Dental benefits for employee and family: Effective 1st of the month following 3 months of service
• 2 weeks’ paid vacation after 1 year of service (3 weeks after 5 years, 4 weeks after 10 years, 5 weeks after 20 years, 6 weeks after 25 years)
• 5 personal days after 60 days’ initial probation
• Weekly payments/direct deposit – every Friday

This position is responsible for loading, unloading, shipping, receiving, scanning, sorting, and stocking packages. This position may utilize heavy machinery to complete tasks. This position performs other tasks as assigned.

Responsibilities:

• Delivers outstanding customer service to walk-in customers and telephone inquiries.

• Takes ownership of customer's shipping needs and offers viable solutions.

• Takes action to learn all product and service offerings, alternative solutions, and industry trends.

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

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

Qualifications:

• High school diploma, GED, or international equivalent

• Strong computer skills, including Microsoft Office and Adobe Suites

• MUST BE ABLE TO TYPE AT LEAST 30 WORDS PER MINUTE

• Strong verbal and written communication skills

• Ability to lift 40+ lbs./18+ kgs.

Compensation and benefits:

• $17.30 per hour, 12 months’ merit increases (annual appraisal)

• Extended Health & Dental benefits for employee and family: Effective 1st of the month following 3 months of service

• 2 weeks’ paid vacation after 1 year of service (3 weeks after 5 years, 4 weeks after 10 years, 5 weeks after 20 years, 6 weeks after 25 years)

• 5 personal days after 60 days’ initial probation

• Weekly payments/direct deposit – every Friday

• Employee Assistance Program (wellness)

• Full training provided

This position requires performance with a wide range of clerical tasks such as inspecting/checking packages, invoices/waybills andentering/keying-in information into UPS systems and databases. Make Phone calls, customer inquiries and complaints and make necessary updates/corrections to ensure proper package delivery. These position requires extensive sitting, standing, walking, and handling of packages weighing up to 70 lbs. unassisted within the warehouse and/or warehouse offices. Must be comfortable working in a fast-paced, highly time sensitive and somewhat physically demanding environment, exposure to extreme temperatures and have good organizational, communication and teamwork skills. Employees in these positions need to be able to type 30 words per minute at a 90% accuracy rate and have working knowledge of Microsoft Windows and Microsoft Office Suite (Word, Excel).

Shift Time: Monday to Friday -6:00 PM - 11:00 PM shift start (3-5 hours) - flexibility with start and end times expected

Key Responsibilities:

• Screens incoming calls
• Perform checks on packages (check labels, packaging, invoices) and scan packages
• Keys data accurately within time specific deadlines into UPS systems
• Checks and forwards legal documentation
• Provides administrative support to Management team
• Good attention to detail

Qualifications:

• Excellent communication skills
• Typing speed of 30+ words per minute with 90% accuracy
• Ability to work in a fast-paced environment
• Availability to work flexible shift hours

• Ability to lift up to 70lbs

• WAREHOUSE EXPERIENCE IS AN ASSET

COMPENSATION AND BENEFITS:

• $17.30per hour, 12 months’ merit increases (annual appraisal)
• Extended Health & Dental benefits for employee and family: Effective 1st of the month following 3 months of service
• 2 weeks’ paid vacation after 1 year of service (3 weeks after 5 years, 4 weeks after 10 years, 5 weeks after 20 years, 6 weeks after 25 years)
• 5 personal days after 60 days’ initial probation
• Weekly payments/direct deposit – every Friday