All jobs in Administrative Jobs

01/03/2025

Address:

65 rue Belvedere N, # 230

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

• 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.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• 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.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• 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 develop credibility and 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, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Please note the base salary for this specific position in Sherbrooke is

$ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

$32 700,00 - $48 600,00

Your direct manager creates a positive work atmosphere that motivates employees to perform their best, fosters loyalty, and promotes long-term organizational success.

Trained Well

Employees have access to cutting edge technological training opportunities, web training, and career development training, in addition to our in-house training programs and certifications that will develop your skills and advance your career. Professional development and training are part of our culture.

Paid Well

Our total compensation package offers job security, health, dental, EFAP, vision care and life insurance. Base salary range for an Accounts Receivable Clerk in this role is $55,000.00 - $60,000.00 per year (based on education and experience).

The Role

Under the supervision of the AR Manager, the AR Clerk is responsible to maintain customer accounts and receivable records, file, prepare, reconcile and process all matters relating to customer accounts in an accurate, effective and efficient professional manner. In addition to maintaining solid customer relations, the AR Clerk must be extremely organized, assertive, receptive and have strong communication skills. Must comply with established policies and procedures.

Account Receivables – this is 80% of where you will spend your time

• Update & Maintain all customer master file information.
• Monitor and collect Accounts Receivable to minimize the customer accounts that are/become past due, which includes contacting customer via telephone or e-mail to request payment.
• Ensure adherence to corporate credit policies and procedures for consistent handling of collection maters to maintain good customer relations
• Investigating and resolving any irregularities or enquiries
• Generating & Posting manual invoices
• Account Reconciliations (Including Cash accounts)
• Submission of customer invoices using 3rd party portals
• Sending invoices, statements and payment reminders to customers
• 70% of day will be spent communicating with customers on status of account.

Ad hoc projects - this is 40% of your time and really important work

• Daily deposit of cheques
• Submission of customer invoices using 3rd party portals
• Posting customer payments recording cash, check, and credit cards
• Sending invoices, statements, and payment reminders to customers
• Other accounting/finance projects as assigned by your Manager

Education

• CCP Designation or pursuing, is considered an asset

Experience

• 2-5 years experience with Account Receivable is required
• Knowledge of Microsoft Office, Excel, Outlook, etc.
• Must be proficient in both spoken and written English
• Must be punctual, meticulous and reliable
• Courteous in manner to public and employees
• Experience in the heavy truck industry would be considered an asset

Personal Characteristics

• The extraordinary ability to connect with people, at all levels. Open, honest and trusting, it appears effortless for you to find the perfect words that bring ideas to life.
• Your communication style uses powerful stories to bring clarity to complex issues and situations.
• Confidently and calmly orchestrate people & plans. A big picture thinker who always begins with the end in mind.
• A high level of commitment and impeccable ethics combine to create your reputation as someone who is totally dependable.

3 Things To be successful as an Accounts Receivable Clerk

1. Internal drive & curiosity to get to Why

2. Always willing to help out

3. Never stop learning

To-do list

Training-Skills and experience required

• DEC in administration preferably in supplies and purchasing
• Excellent computer skills including MS Office especially Excel and Outlook
• Minimum 2 years experience in purchasing, inventory controls and management systems and/or related fields.
• Knowledge of ERP systems and/or inventory systems would be an asset.
• Excellent organizational skills
• Self-motivated, able to work independently, able to prioritize and multi-task
• Focused on teamwork
• Able to solve problems in a fast-paced environment
• Possess strong and effective communication skills
• Perfectly bilingual (French - English). English is necessary approximately 50% of the time in order to communicate with suppliers located outside Quebec. 

We thank all applicants for their interest in exploring employment opportunities with Maple Leaf Foods, however, only those selected for an interview will be contacted. Applicants may be subject to a background check and must meet security requirements for the position.

The opportunity

Our Contract Administration Department is an integral part of our business and is accountable for providing critical core business/technical knowledge, problem resolution expertise and support throughout the life cycle of CWB National Leasing customer agreements.

Our Bilingual Collections Officers are the face and voice of CWB National leasing providing our “Customer First” approach to collections and negotiate equitable solutions to achieve the best possible outcome for both parties.

The day-to-day

• Respond to customer inquiries and concerns

• Secure payments in a professional, equitable and timely manner

• Work in partnership with clients to resolve disputes and negotiate best possible solutions

• Exercise discretion and respect the confidentiality of all customer and vendor transactions

• Manage customer files / make decisions with respect to file acceleration (next steps i.e. repossession, write off, legal action)

Foundational knowledge and experience to grow from

• Fluently bilingual (French and English).

• Minimum 2 years’ experience in: Administration or Client Services within Banking, Financial Services, Credit or Collections.

• Ability to accurately set up and clearly document payment arrangements.

• Capability to think proactively and resolve problems logically and efficiently.

• Keen attention to detail with proven experience maintaining accurate documentation.

• Ability to maintain a high level of confidentiality and thrive in a rapidly changing environment.

• Intermediate in MS Office and the ability to quickly learn other applications and programs.

• Working knowledge of compliance laws pertaining to Collections would be considered a strong asset.

Skills and competencies that will take you further

• Tech savvy. You love learning new software and strive to always make the best use of the tools you are given.

• Innovative thinker. You take pride in your strong detail orientation, but you can also strategize, and problem solve with the best of the best.

• Collaborative team player. You are a great teammate and see the value in working together to achieve common goals and strategic initiatives.

Put your career in drive with CWB National Leasing. Apply today.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up. 
 
Wellness matters. We offer an award-winning benefits package that includes:

• hybrid work environments

• everyday flexibility

• company-funded health coverage

• health care spending account

• a flexible wellness program

• generous time-away options to unplug, rest & recover.

Career development. We commit to our employees’ development and help them reach their professional goals with:

• organization wide coaching services

• mentorship

• education support & training programs.

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

• Posting Period: 22-Nov-2024 to 06-Dec-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.
• Monitors 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. Experience working in a front-line, highly demanding customer service-oriented environment, performing various clerical and administrative tasks.
2. Experience utilizing case management systems (e.g. Licensing System, Salesforce, etc.) and a range of office equipment to support the division's core requirements.
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. 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 547) and other government legislations, regulations, policies, practices and procedures.

The Invoice Quality Administrator has experience and working knowledge in the Input, Rate and Billing functions.  Responsible to review, analyze and update probill information proactively to ensure customer invoices are accurate upon distribution. Must recognize repeat issues in the Invoice Audit, provide feedback and offer corrective solutions to Management.   

How You'll Help:

• Review and process transactions within the Invoice Audit Programs for Billing and Rating accuracy
• Validate key Billing data elements effecting the accuracy of the Invoice are correct.  Including Shipper, Consignee, Bill To, Pieces, Weight, Terms, Dimensions
• Validate system generated rates; assign appropriate rates based on customer tariff agreements
• Ensure additional services are invoiced accurately according to established tariffs
• Interpret Bill of Lading information and accurately update the AS400 to create and/or revise an existing probill 
• Work proactive Invoice Quality Reports to improve overall invoice accuracy, including:  US Cube Report, Extreme Length Prepaid/Collect
• Work Invoice Quality Email Boxes  – Accessorial Updates, Unrated PROs, R&L Term Changes
• Complete Direct Deposit
• Process transactions from the EDI Audit Queue
• Process Reweigh and Reclasses
• Escalate issues within established guidelines to ensure accurate invoicing
• Investigate and advise of potential Customer Deals and Invoice Audit rules that could be implemented in the AS400 to improve invoice accuracy
• Maintain positive customer relationships, both internally and externally
• Other related duties as may be required

Your Skills & 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 Billing/Rating Departments
  • Excellent verbal and written communication skills
• Computer skills – accuracy, MS products including strong Excel skills; 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.

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 performs general administrative responsibilities including preparation of reports using various software packages, compilation of information from various sources, and handling small scale projects. He/She performs general office duties including word processing, data entry, auditing documents, answering phones, distributing mail, reserving conference rooms, coordinating meetings, and other duties as assigned. This position may deal with confidential material on a regular basis.

Responsibilities:

• Prepares reports/presentations.
• Performs analysis using various software packages and databases (e.g. MS Access).
• Provides advanced office support knowledge and skills.
• Prepares and/or coordinates information for internal and external contacts.

Qualifications:

• High School Diploma, GED, or International equivalent
• 2+ years' office warehouse support experience - Preferred
• Strong analytical and oral/written communication skills
• Proficient in Microsoft Office Word, PowerPoint, and Excel

At UPS, we also discover how we combine endless opportunities, innovation and rewards to create a truly unique career experience. With our unique promote-from-within culture, you'll always find exciting new opportunities at every level of the organization. From training and education to growth and empowerment, you have the freedom to forge a career path that can take you anywhere you want to go.

UPS is currently looking for Part-time Warehouse Clerk responsible for performing checks on packages (check labels, packaging, and invoices). You must have top-notch customer service skills for this role and must be able to lift 70lbs unassisted.

• Job Type: PT Permanent/Hourly- Must be able to work a minimum of 25 hours per week.

• Starting Pay: $17.30

• Job Location: 2281 Stevenage Drive, Ottawa ON

• Workdays: Monday – Fridays (5 Days/ Week)

• Scheduled Shift: Daily minimum 3 hours / maximum 5-6 hours

• Flexibility is required as you may need to start earlier or stay later at times

Required Skills:

• Attention to detail

• Typing skills: at least 40 words per minute

• Must be able to lift to 70lbs unassisted *this is a warehouse position

• Customer service skills

• The environment is fast paced with temperatures changing daily inside of the warehouse

• Must be flexible with start and finish times as they may vary

Benefits:

• Full training provided

• On site parking

• Weekly pay (every Friday)

• Extended health and dental benefits

• Group insurance and pension benefits

• Opportunities for advancement

UPS is committed to Diversity in Employment and welcomes all applicants; however, only qualified candidates will be notified for interviews.

As an Administrative Assistant, you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets.  Within this partnership model, you are an essential resource in the successful execution of day-to-day operational activities including, providing timely support, and delivering exceptional client experiences.  In addition to enabling the growth and servicing of the Financial Planners client-base, you will be responsible to support and contribute to a national Administration team.      

Is This Role Right for You?

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams!  The Administrative Assistant is an excellent opportunity to be part of a vibrant, enthusiastic, and high-energy team. 

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Responsible to execute on capacity enablers (National Practice Standards) for Financial Planner to grow their business portfolios.
• Support operational excellence through the execution of day-to-day administrative tasks and activities. 
• Influence a service excellence culture through the delivery of exceptional client experiences.
• Be a Trusted Business Partner; build cross-functional partnerships to optimize business outcomes.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day tasks, activities, and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and contributes to an inclusive work environment.

Do You Have the Skills?

• Self-motivated and disciplined with solid organizational and effective task prioritization skills.
• Strong processing and inputting skills coupled with a high attention to detail and follow-through capabilities.
• Outstanding interpersonal, communication and listening skills (empathetic skills).
• Ability to build rapport, establish trust and communicate effectively.
• Ability to work in a faced-paced dynamic environment along with multiple partners and stakeholders to achieve shared objectives.
• Excellent team player with the ability to work independently.
• Possess a growth mindset, which involves having the desire to continuously develop skills, knowledge and experiences through active learning and curiosity.
• Solid understanding of the investment sales process, gained through experience in financial planning/sales role, and familiarity with the interrelationships among people, products, processes, and technology.
• Post-secondary degree in business or a related field, or equivalent working experience.  
• Mutual Fund License is required.
• Bilingual in English and French is an asset.

What’s In It for You?

• You’ll be part of an inclusive and collaborative working environment that encourages creativity, curiosity and celebrates success.
• You’ll have the ability to make a lasting impact on clients.
• You’ll have the opportunity to make a significant impact, as you will contribute to revenue generation and growth.
• You’ll work with and learn from a diverse and talented team of administrative assistants, leading Financial Planners, and successful Sales Leaders.
• Supportive environment with coaches that are inspired to help you exceed your goals.
• Primarily work from home role with a mix of in-office work as required by business needs.

Overview