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Overview

Overview

Overview

Overview

Overview

Overview

Overview

Overview

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 Associate/ Branch Operations Assistant you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU
In the role you will:

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
• Ensuring all technology is running at maximum efficiency as required
• Act as first point of contact for clients arriving at the branch as required
• Assisting with the execution of 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
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

WHAT'S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#LI-HA1 #LI-Onsite

This position enters billing and address information into the UPS system and complete various administrative tasks within the data entry department.

Responsibilities:
Enters data into UPS systems within time specific guidelines.
Checks and forwards legal documentation.
Provides administrative support to Management team.

Qualifications:
Excellent communication skills
Accurate typing speed of 40+ words per minute
Availability to work flexible shift hours and work 5 days a week

Schedule:

Monday to Friday, 08:00 to 13:00 with flexibility

Part time (25 hours per week)

UPS is a diverse and equal opportunity employer.  Accommodations are available, on request, for candidates with disabilities taking part in the recruitment process.  If you are selected to participate in the recruitment process, please advise if you require accommodation for a disability.

The Health, Safety, and Environment Coordinator coordinates environmental and health program processes and activities to assist the team in maintaining compliance, mitigating and managing environmental, health and safety risks and improving related performance. This position is more required to manage environmental issues although some health and safety tasks can be assigned to the coordinator.

KEY DUTIES & RESPONSIBILITIES

Program Coordination 

• Acts as the first point-of-contact for environmental and health inquiries and incidents.
• Provides guidance to team members on environmental and health matters, and escalates inquiries, where appropriate
• Coordinates the implementation of environmental, health and safety programs along with related processes, procedures and resources
• Coordinates environmental, health and safety activities including but not limited to attending tenant OSH committee meetings, attending environmental committee meetings and activities, undertaking incident investigation and resolution, completing equipment and systems registration, developing emergency response procedures and business continuity planning activities, completing and delivering training, completing annual management system re-registration, managing data and generating reports, and conducting environmental compliance audits.
• Researches environmental, health and safety matters; provides findings and recommendations.
• Maintains and assists with the creation of environmental, health and safety documentation including but not limited to plans, processes, forms, logbooks, and procedures.
• Create and maintain documentation including but not limited to instruction sheets, checklists, forms, and training materials.
• Support construction activity teams (Projects and O&M) by creating, distributing, verifying and maintaining documentation such as work instructions, checklists, training materials
• Conducts regular inspections of facilities to mitigate any Environmental regulatory issues and/or Health and Safety Concerns before an incident or service call is received.
• Maintains business continuity and emergency management plans and procedures
• Participates in field inspections, job observations, health, safety and environment audits and other types of reviews for the purpose of monitoring compliance to environmental and health regulations and identifying risks.  Provides findings about risks and suggestions for improvement.

Incident Investigation, Resolution & Reduction

• Assists in the investigation and resolution of incidents including root-cause analysis and providing probable causes of incidents and recommendations for resolution
• Coordinates the implementation of corrective and preventative measures
• Assists in the identification and analysis of trends.  Communicates observations and provides suggestions for incident reduction measures

Audit Compliance, Data Maintenance & Reporting 

• Maintains all environmental, health and safety data including but not limited to incident data, and regulatory and process compliance data within applicable databases and all other types of information storage systems
• Assists in the audit of compliance records and all other environmental, health and safety data
• Prepares and distributes various environmental, health and safety related reports including but not limited to incident reports
• Experience with database development, programing and maintenance considered an asset
• Other duties as assigned

KNOWLEDGE & SKILLS

• Strong background in environmental management system development and administration, with knowledge of environmental regulations and environmental compliance auditing an asset.
• Certification in one or more of the following – Certificate in Occupational Health & Safety; Certificate in Environmental Management through a Community College; University degree in Industrial Hygiene, Environmental Engineering, Environmental Sciences, Environmental Studies
• 1 to 3 years of environmental, health and safety work experience
• Understanding of environmental, health and safety regulatory requirements
• Understanding of emergency management requirements
• Strong organizational and coordination skills along with ability to coordinate multiple requirements (i.e. processes, activities, projects, emergency response procedures, etc.) simultaneously
• Strong communication skills along with some ability to influence stakeholders
• Strong administrative skills along with ability to maintain and report accurate data
• Analytical and problem solving skills
• Ability to exercise good judgment
• Able to work independently but provide strong support to the team as and when requested
• Frequent trips to be expected on the different sites

Licenses and/or Professional Accreditation

Demonstrates an interest in attaining one or more of the following would be considered an asset:

Safety:

• Canadian Registered Safety Professional from Board of Canadian Registered Safety Professionals
• Certified Health & Safety Consultant from Canadian Society of Safety Engineering

Security: 

• Physical Security Professional from ASIS International
• Certified Protection Professional from ASIS International

Business Continuity:

• Certified Business Continuity Planner from Business Continuity Management Institute