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Overview

Overview

Overview

Overview

Overview

Overview

Overview

Overview

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.

Location(s):  Canada : British Columbia : Vancouver || Canada : Alberta : Edmonton 

Main Purpose and Function
A member of the Board Support Team, the Board Support & Meeting Assistant provides a key role in the facilitation and delivery of Board meetings and provides complex and confidential administrative support to Park Board Commissioners, Park Board Senior Leadership Team, and Manager, Exec Office and Board Relations.

Specific Duties/Responsibilities
• Coordinates board report and presentation submission process (for all meetings, including confidential/In Camera) to ensure materials are ready for GM review: provides instructions, submission guidelines, and reminders to report authors; provides support with document formatting and templates; checks policy references and links are correct; ensures necessary staff/departmental concurrences obtained
• Reviews, formats, posts and distributes board meeting materials: agendas, reports, presentations, motions, and minutes, etc. (for all meetings, including In Camera)
• Assists with the formatting, preparation and confidential review of member motions
• Creates and posts speaker sign-up form online; generates speaker reports; tracks/saves correspondence
• Prepares meeting scripts, speaker lists, correspondence summaries, and final consolidated meeting decks (for all meetings, including In Camera)
• Schedules web stream, tests and troubleshoots meeting room A/V, loads presentations
• Attends meetings and provides back-up A/V and meeting clerk support (including In Camera when needed);
• Drafts meeting highlights; posts and distributes final report
• Creates and posts meeting video clips, decision documents and other meeting materials
• Updates decision tracking documents and distributes to relevant staff
• Distributes Board enquiries to staff; prepares responses for distribution at the next meeting
• Provides research services for past decisions
• Organizes/orders catering and supervises catering set-up and clean-up;
• Prepares and prints materials for meeting packages; supervises assembly of meeting binders, room set-up and clean-up
• Assists with collecting and preparing orientation, briefing, and other Board reference materials
• Provides back-up to meeting clerk to provide
• Prints, organizes and maintains official board records for archival purposes (minutes, reports, presentations)
• Responds to public and media enquiries and drafts responses on behalf of Commissioners
• Provides speaking notes for Commissioners when not officially representing the Board/Chair
• Assists with drafting member motions
• Assists with confidential Commissioner FOI requests
• Maintains event calendar for Commissioners; works with event organizers and protocol offices on Commissioner invitations, roles/participation and protocols;
• Manages multiple Outlook mail and calendar accounts, including Commissioner accounts
• Books travel and tracks expenses for Commissioners
• Provides general administrative support to Park Board Commissioners, Senior Leadership Team (as needed for Board/meeting related matters) and Manager, Exec Office and Board Relations
• Other duties/responsibilities as assigned.
 

Minimum Qualification Requirements
Grade 12 graduation supplemented by courses/training in administration, business writing, meeting management, Microsoft Office, and parliamentary procedure (e.g. use of Roberts Rules or Order and/or a municipal procedure bylaw) plus considerable related experience or an equivalent combination of training and experience.
 

Knowledge, Skills and Abilities:
• Working knowledge of the formal rules of procedure used in committee and board meetings.
• Working knowledge of government governance structures and systems, the role of Park Board Commissioners, the legislation and supporting bylaws that govern the City and Park Board, as well as record management practices and systems.
• Thorough knowledge of agenda preparations, minute taking and Board meeting protocols including formal rules of procedure.
• Ability to use Microsoft Office (Word, Excel, Outlook & PowerPoint), Adobe Acrobat, Contribute & CMS website update software, meeting AV systems and software (Crestron), and online webstream tools (currently SLIQ).
• A keen sense of accuracy and attention to detail and the ability to produce products that reflect the highest standards of accuracy and detail.
• Excellent written and verbal skills with a strong knowledge of business English including sentence structure, grammar and punctuation and a demonstrated writing skill.
• Ability to interpret and independently carry out written and oral instructions.
• Strong time-management skills, ability to prioritize tasks and work independently as well as ability to work under pressure with firm and at times, changing deadlines white remaining calm, respectful and professional.
• Ability to take and prepare the minutes of Committee and Board meetings, and to summarize the collective sense of meetings
• Ability to meet and deal tactfully and effectively with the public and to maintain harmonious working relationships with administrative officials and other employees.
• Ability to maintain confidentiality and security of confidential information is essential.
• Ability to use tact, discretion, and professionalism
• Ability to focus during meetings and remain in a static position for long periods of time.

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Board of Parks & Recreation (1400) 

Affiliation: CUPE 15 Parks 

Employment Type: Temporary Full Time 

Position Start Date: March, 2025 

Position End Date: 1 year 

Salary Information: Pay Grade GR-017: $31.66 to $37.2 per hour

Application Close: February 27, 2025