All jobs in Administrative Jobs

Overview

11/29/2024

Address:

90 Collier Street

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.

• 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.

$31,600.00 - $46,200.00

• Posting Period: 04-Nov-2024 to 19-Nov-2024
•  

Job Description

Reporting to the Supervisor of Court Support, the Support Assistant C will provide administrative support to the Judiciary in court during proceedings.  This includes preparing court dockets and documents, escorting the Justice into the courtroom, calling court to order, arraigning defendants, recording pleas, swearing in various stakeholders, and receiving, recording, and maintaining exhibits tendered as evidence. They will also maintain records and files and support various other administrative tasks outside of the courtroom setting.

Major Responsibilities:

To provide bilingual (English and French) administrative and clerical services

• Prepares, researches, maintains and processes documents (e.g. enforcement of defaulted fines, license suspensions, warrants, and probation orders, other court orders, interpreter request, dockets, case dispositions, MTO requests, photocopy requests, trial request, motion applications, extension applications, re-openings, walk-in-guilty pleas, and filings of certificates and information etc.).
• Selects and presents data. Determines and corrects errors.

• Drafts correspondence (relating to legislative authorities and court/tribunal processes).

• Inputs, updates and maintains data (e.g. processing certificates of offence and Information filed with court, Prepping court dockets, updating dispositions including FTR, scheduling trials etc.).

• 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 (e.g. trials, pending matters to be scheduled, schedules, tables, completed cases, docket payments, fines at collections, exhibits, recording tapes / digital recording files, reports, inventory data and manuals, receivables and completed matters) etc.

• Receives documents/applications, invoices/monies from the public or other levels of government and ensures accuracy and completeness

• Issues/completes receipts/documentation.

• Responds to inquiries requiring broad knowledge of the operational area/function (e.g. call centre, public counter, in-take counter and information desk).

• Coordinates meeting rooms, bookings and special requirements for meetings.

• Attends meetings, takes and transcribes minutes.

• 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. Experience providing Bilingual (English and French) front line services in a customer service environment, dealing effectively with all levels of staff and the general public and service providers in person, by telephone, and in writing. 
2. Considerable experience performing various clerical duties, including receiving payments, typing correspondence, processing applications, etc.
3. Experience with MS Office (i.e. Word, Excel, Access, Outlook and PowerPoint), data entry, formatting procedures for text, table, spreadsheet and mail merging.
4. Considerable experience working with various filing systems and the management of large volumes of information both hard copy and electronic.

You must also have:

• Ability to utilize layout of formatting procedures for text, charts, graphs and statistical data.
• Mathematical ability to compile statistical summaries and to balance accounting documents, e.g. Failed to Respond (FTR) dockets, Walk In Guilty (WIG) dockets, First Attendance dockets balance day end cash transactions etc.
• Excellent organizational skills with ability to multitask in a high pressure, high volume environment with minimal supervision.
• Ability to operate audio/visual systems and perform minor maintenance and repairs.

• Knowledge of legal and technical terms and court procedures and requirements, e.g. knowledge of the Statutory Powers Procedure Act, City of Toronto By-Laws, Provincial Offences Act, Courts of Justice Act, Administration of Justice Act and related regulations

• Ability to type/keyboard at a fair rate of speed, and accuracy.

• Excellent interpersonal, and communication skills with the ability to meet and interact with, judiciary, Legal Profession, Staff, Enforcement Agencies, Public and representative from external agencies and organizations in an efficient, discreet and professional manner.

• Ability to lift boxes up to 20 kg.

• Ability to work flexible and varied hours on a rotational basis.

• Ability to work in a primarily digital environment.

• Ability to support the Toronto Public Service values to ensure a culture that champions equity, diversity and respectful workplaces.

As a Contract Administration Specialist, you'll play a vital role in supporting both our business development and existing client contract teams. Reporting to the Director of Operations, you'll be responsible for advocating our risk management processes and financial objectives while ensuring compliance and fostering strong internal relationships.

KEY DUTIES & RESPONSIBILITIES

Contract & Proposal Management:

• Enforce policies and procedures related to contract execution and proposals.
• Maintain and manage the contracts & proposals database, ensuring accurate and timely documentation.
• Prepare internal and external reports on contracts and proposals progress.
• Ensure timely renewal and pricing adjustments as per management policies.

Administrative Support:

• Coordinate with cross-functional teams for effective data compilation.
• Handle filing, distribution, and organization of executed contracts.
• Address and resolve administration issues related to contracts and proposals.

Compliance & Reporting:

• Stay updated on legal requirements and contract terms to ensure compliance and maximize business advantages.
• Maintain awareness of reporting requirements to support the business’s goals.

Other duties as assigned.

KNOWLEDGE & SKILLS

• Communication: Excellent written and verbal English skills are essential.
• Attention to Detail: Precision and thoroughness in managing contract details.
• Technical Proficiency: Advanced skills in MS Office Suite (Teams, Word, PowerPoint, Outlook, Excel). 
• Time Management: Ability to handle multiple assignments and meet deadlines with professionalism.
• Confidentiality: Experience managing confidential information discreetly.
• College Diploma, Bachelor’s Degree in Business Administration, or Equivalent Experience. 
• Ideally 1-3 years of experience in high-volume contract and proposal administration, preferably in a fast-paced environment. Familiarity with the HVAC industry is beneficial. 
• High attention to detail – proof reading, spelling, grammar, comfortable with editing documents and multiple revisions.
• Ability to follow processes/database management entry and oversight.

Licenses and/or Professional Accreditation

• None required. 

The Revenue Auditor is part-time union package handling position that performs package audits in order to minimize lost revenue using DWS machines, GSS Scanners or with a scale. He/She understands general revenue auditing procedures and is able to communicate effectively, solve intermediate-level problems, assist with basic research, and effectively manage time. This position may perform other tasks as required.

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 base salary range for this role is $47,420.00 - 59,740.00 CAD annual.

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 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.

• You have completed the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), or are open to obtaining within 6-12 months of hire

• 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.

• 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

Vancouver-1055 Dunsmuir-2500

Employment Type

Regular

Weekly Hours

37.5

Skills

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

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.

• 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

Regina-1801 Hamilton - 4th

Employment Type

Regular

Weekly Hours

15

Skills

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

End Date: November 8, 2024 (6 days left to apply)

What You’ll Be Doing

As the Branch Administrator, you will be a part of the CIBC Wood Gundy team and you will be accountable for effectively managing administrative aspects of Wood Gundy branch operations. This will include hiring, assisting with management and supervision of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors. Responsibilities will also include overseeing branch reception, facilitating transactional banking functions, and ensuring customer service standards and operational procedures are communicated and maintained as a liaison with many departments.

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.

How You’ll Succeed

• Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events. Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.

• Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds. Write up trade tickets ensuring accuracy of all particulars pertaining to a trade. Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading. Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy.

• People Management – Assist with overseeing the hiring, training, scheduling, supervision and performance management of all support staff in the branch. Support Branch Manager in cultivating a performance oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.

Who You Are

• You’re a certified professional. You have successfully completed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), in order to obtain Investment Representative (IR) licensing.

• You have demonstrated experience in the financial service brokerage industry. You have strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.

• You're passionate about people. You have strong management and interpersonal skills to effectively manage and coach support staff. You have the ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high.

• You are a strong communicator. You are able to communicate effectively to staff and clients and have problem solving skills sufficient to resolve numerous issues and conflicts.

• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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

• 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.

Expected End Date

2026-09-01

Job Location

Kingston-366 King St E - 500

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Banking Operations, Coaching, Customer Experience (CX), Office Administration, People Management, Performance Management (PM), Prioritization

Overview

Overview

Overview