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Administrative Assistant- Advisory
KPMG, Montreal, QC
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Client Administration function is a vital part of the firm's Business Enablement Services and is focused on achieving client service excellence by delivering timely, high quality products, and encouraging an environment that increases both the staff and client experience. KPMG is looking for an Administrative Assistant who can provide support on a range of activities to ensure a high-quality product. What you will do Provide administrative support to partners, senior managers, managers and client service teams. Adhere to risk management and branding in compliance with National guidelines ensuring accuracy and completeness. Coordinate, prepare, edit and/or proofread documents such as correspondence, presentations, and reports using various software. Proactive and independent management of partners' calendar and contact database in order to maximize best use of the partners' time. Coordinate travel arrangements Coordinate meetings, conference calls, video conferences, live meetings, and organize required materials. Assist in the proposal process as required, working with the proposal team and proposal coordinator. Assist in the preparation and submission of time and expense reports for the partner(s) supported. At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this . What you bring to the role Advanced skills with MS Office and Adobe products. In particular, Outlook, Excel, PowerPoint and Acrobat Proficiency to quickly learn proprietary software Excellent communication skills Strong project management skills Good judgment and analytical skills with a focus on attention to detail Capable of working independently and take ownership of tasks Ability to quickly and smoothly adapt to changing client demands Minimum 5 years administration experience College diploma or an equivalent combination of education and experience with an administrative assistant skill set Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Rehabilitation Assistant - Priority Home Services
Winnipeg Regional Health Authority, Winnipeg, MB
Requisition ID: 352640 Position Number: 20028300 Posting End Date: Open Until Filled City: Winnipeg Employer: Winnipeg Regional Health Authority Site: WRHA Community Health Services Department / Unit: Priority Home Services Job Stream: Clinical Union: CUPE Anticipated Start Date: 02/17/2024 FTE: 0.85 Anticipated Shift: Days - MON,TUES, WED, FRI (6.75); THU (7.0) Annual Base Hours: 2080 Salary: $20.262, $20.860, $21.525, $22.163, $22.814, $23.492 Rotation Calendar: Wk 1 Friday Saturday Sunday Monday Tuesday Wednesday Thursday 8:00-16:00 8:00-16:00 8:00-16:00 8:00-16:00 8:00-16:15 Wk 2 Friday Saturday Sunday Monday Tuesday Wednesday Thursday 8:00-16:00 8:00-16:00 8:00-16:00 8:00-16:00 8:00-16:15 Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations. We’re united by a shared commitment to excellent and equitable health care. Position Overview The Home Care Program supports care at home by providing services to enable clients and their families to remain as independent as possible in meeting their identified needs. The appropriate service provider is assigned to meet care needs which would normally, but can no longer be met by family or self. The skills of the Rehabilitation Assistant (RA) are used where the client situation is stable and predictable and the RA has been trained in the skill required to perform the tasks. Specifically, the RA is responsible to assist the client through the provision of personal care, (as per Case Coordinator care plan), rehabilitation care (under the direction/supervision of a Speech-Language Pathologist, Occupational Therapist, and/or Physiotherapist) and limited home support services. The RA may be assigned more complex personal care and therapeutic interventions when he/she has been trained in the specific procedures. Performs direct client care activities that are identified in the care plan, delegated/assigned and supervised by the therapist(s) responsible for the care of the client(s). Performs direct client care activities that are identified in the care plan by the Case Coordinator and scheduled by the Resource Coordinator. Performs indirect client care activities and non-client care assignments that are requested by the therapists and scheduled by the Resource Coordinator. The Priority Home Service is a centralized Home Care service team that provides short term intensive case management, rehabilitation, restorative care and other necessary supports for up to 90 days at a time when a client requires a temporary increase of service. Home Care services will be provided to clients who have been in hospital and who are eligible and/or waiting for LTC placement or are otherwise at risk. The service will also provide short term support to clients deemed as community urgent or for those needing urgent placement directly from the emergency department. The objectives of this team will be to enable clients to remain in their home for as long as possible and when required, transition to LTC from the community as opposed to waiting for this placement while in hospital. The model also helps family caregivers continue in their caregiving role for as long as safely possible. Once a person no longer requires Priority Home Services, they may be able to return to their pre-existing home care service that will facilitate their activities of daily living and support their health needs. This team will facilitate seamless and timely transition of clients from hospital to home in partnership with the regular home care program and where indicated to LTC according to client need(s). As a team member of the Priority Home Service, the Rehabilitation Assistant (RAs) will assist people with basic personal care and home support where indicated. In addition, the RA will carry out rehabilitation programs as developed, delegated/assigned and supervised by a Speech Language Pathologist, Physiotherapist and/or Occupational Therapist to address client goals and restorative/rehabilitation care needs. Experience Recent and related direct client care experience in Home Care and/or a Health care setting is preferred. Education (Degree/Diploma/Certificate) Complete high school education, Manitoba standards, required. Successful completion of a recognized academic Rehabilitation Assistant Program equivalent to the Manitoba Institute of Trades and Technology (MITT) Rehabilitation Assistant Program (equivalency to be obtained by the applicant from the MITT). Certification/Licensure/Registration Valid driver’s license and vehicle required. Qualifications and Skills Ability to organize and prioritize assigned workload. Ability to recognize and pursue self-development opportunities. Effective English verbal and written communication skills. Preference will be given to those applicants competent in an Aboriginal language and/or knowledge in Aboriginal customs, traditions and values. Ability to respond to a variety of simultaneous demands. Ability to perform as a team member and seek assistance as necessary. Physical Requirements Position involves extensive physical activity such as lifting, transferring and transporting patients and equipment. Must be in good physical and mental health. Must have adequate motor skills for implementation of therapeutic techniques and activities May be exposed to infectious diseases, blood and body fluids, toxic materials, noise, allergens, physical and emotional stress. May encounter aggressive and/or agitated clients/visitors/staff. This position requires a current satisfactory Criminal Records Check (including Vulnerable Sector Search), Child Abuse Registry Check and Adult Abuse Registry Check as conditions of employment. The successful candidate will be responsible for any service charges incurred. A security check is considered current if it was obtained no more than six (6) months prior to the start of employment. Please note that an employee is not permitted to hold two or more positions across the WRHA legal entity that combine to equal more than 1.0 EFT. The WRHA legal entity includes Churchill Health Centre, Deer Lodge Centre, Grace Hospital, Middlechurch Home of Winnipeg, Pan Am Clinic, River Park Gardens, Victoria General Hospital, WRHA corporate programs, and WRHA community health services. Effective April 1, 2024, Golden West Centennial Lodge will also be part of the WRHA legal entity. Interviewed candidates may be called upon to participate in a skills assessment. Any application received after the closing time will not be included in the competition. We welcome applications from people with disabilities. Accommodations are available upon request during the assessment and selection process.
Administrative Assistant | Primary Care
Interior Health Authority, Merritt, BC
Position SummaryInterior Health is looking for an experienced, highly efficient and self -directed term specific full time Administrative Assistant to join the Primary Care team at the Nicola Valley Health Centre in Merritt, B.C.This term position is until the return of the incumbent. Salary Range:Salary range for the position is $48,476 to $63,624. Interior Health establishes salaries within the minimum and maximum of the salary range based on consideration of the qualifications, experience of the applicant, and an internal equity review of the salaries of other employees.What we offer:• Competitive salary and an attractive remuneration package• Career Growth• Employer paid training/education• Employer paid vacation (per collective agreement)• Medical Service Plan• Employer paid insurance premiums • Extended Health & Dental coverage • Balanced lifestyleWhat will you work on?The Administrative Assistant works in a team environment to provide confidential administrative support functions to the Director for the department or program and other management staff as required. The Administrative Assistant serves as a vital linkage and communication source to keep the department or program informed and aligned to its priorities. Some responsibilities include: coordinating and organizing workflow; determining priorities; composing confidential correspondence for signature; designing and creating correspondence, documents, presentations, orientation packages, and spreadsheets (including data entry) for authorization by the management team; maintaining the integrity and confidentiality of all information which flows through, and is processed for management as it pertains to client care, operations, personnel, labour relations, finance, and public affairs; and supporting the Director in setting the positive, collaborative, efficient tone for the department or program.How will you create an impact?Joining our IH team will allow you to challenge yourself professionally while enjoying all the personal pursuits available to you within this fantastic community. Reasons to Apply at Interior Health... What we can do for youWe offer a work environment conducive to growth and development of strong clinical skills and a work environment that supports and promotes psychological health & safety for all. We offer the opportunity to have a balanced lifestyle that allows you to maintain the quality of life you desire. Come and join our team….Come live, work and play where others only vacation. Make a difference. Love your work. Apply today!QualficationsEducation & Experience:• Graduation from a recognized secretarial program.• Three to five years of experience as an Administrative Assistant in a large, complex organization.• Equivalent combinations of education and experience will be considered.Skills and Abilities:• Ability to communicate effectively, both verbally and in writing.• Ability to deal with others effectively.• Ability to organize workload and set priorities.• Ability to take initiative and act independently where appropriate.• Ability to work without supervision.• Ability to type 50 wpm and set up letters, reports, etc. in a professional format.• Knowledge of applicable computer hardware and software programs and the ability to perform web-based searches.• Ability to operate related equipment.• Physical ability to perform the duties of the position.“Honouring Interior Health’s commitment to Truth and Reconciliation and the Declaration on the Rights of Indigenous Peoples Act (DRIPA), and Pursuant to Section 42 of the B.C. Human Rights Code, preferential consideration and/or hiring will be given to qualified applicants who self-identify as Indigenous (First Nations, Métis, or Inuit).”
Client Services Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/03/2024 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service 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. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Client Service Assistant
BMO Financial Group, Vancouver, BC
Application Deadline: 05/25/2024 Address: 885 West Georgia Street Job Family Group: Wealth Sales & Service Supports one or more BMO Nesbitt Burns 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. On-site role (not remote) 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 Vancouver, BC is $38,000. Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Partner Administrative Assistant - KPMG Law
KPMG, Edmonton, AB
OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The KPMG Law team has an exciting opportunity for a self-motivated Partner Administrative Assistant. In this role, you will combine your strong organizational skills and stakeholder management to provide executive level support. The role involves proactively organizing, supporting, and assisting the KPMG Law partners and associates in delivering high quality and timely service, information, and advice to internal and external clients. There is a specific focus on being an integral part of the KPMG Law team in executing its strategy, and meeting performance objectives and long-term strategic aspirations. The successful candidate is required to work in the Edmonton office. What you will do Manage time, resources, workflow, and deadlines of legal professionals, including opening up new files, conducting and coordinating conflict searches and other file-opening processes and procedures, maintaining a filing system for all documents, compiling, and organizing materials for work-in-progress, and maintaining a limitations diary. Proactive and independent management of partners' calendar and contact database to maximize best use of the partners' time. Ensure the preparation and submission of partner timesheets and expense accounts Interact with clients and outside service providers to schedule appointments, examinations, and hearings. Draft correspondence and memoranda such as affidavits of records and other court documents. Receive, digitize, and direct all KPMG correspondence. Provide document preparation support for KPMG Partners and engagement team. Provide general administrative support to Partners/Lawyers such as filing, answering the telephone, making travel arrangements, preparing bank deposits, photocopying, and binding materials as required. Assist with special projects. At times, business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this. What you bring to the role College diploma in a legal assistant program or equivalent Minimum three (3) years' experience as a Legal Assistant, working in a professional legal environment and/or equivalent combination of education, training and experience Previous experience with corporate services, CORES certification and/or E-Discovery would be an asset Significant relevant experience in managing and supporting Senior Leadership (preferably gained within a legal/professional/corporate services environment) Excellent commitment to providing quality and responsive customer service Outstanding time management, problem solving and organizational skills gained in a high volume environment with competing demands and constant changes Proven ability to take responsibility and ownership for tasks Advanced computer skills including proficiency with Microsoft Office Suite Proven team player with the ability to create strong working relationships at various levels and a flexible approach to their work Superior communication skills whilst maintaining the highest level of personal and professional integrity Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here . Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to visit our accessibility page .
Client Service Assistant
BMO Financial Group, Vernon, BC
Application Deadline: 05/25/2024 Address: 2806 32nd Street Job Family Group: Wealth Sales & Service 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. Books meetings with new prospects and prepares introductory package for the prospect/referral. 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. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon clients request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. 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. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. 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 and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. Current registration as Investment Representative (IR). 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Medical Administrative Assistant | Medical Admin Support
Interior Health Authority, Kamloops, BC
Position SummaryInterior Health (IH) is hiring a permanent full time Medical Administrative Assistant (MAA) to join our IH Medical Administration Support team at the Royal Inland Hospital in Kamloops, B.C.Salary Range:Salary range for the position is $48,476 to $63,624. Interior Health establishes salaries within the minimum and maximum of the salary range based on consideration of the qualifications, experience of the applicant, and an internal equity review of the salaries of other employees.What we offer:• Competitive salary and an attractive remuneration package• Career Growth• Employer paid training/education• Employer paid vacation (per collective agreement)• Medical Service Plan• Employer paid insurance premiums • Extended Health & Dental coverage • Contribution to Municipal Pension Plan• Balanced lifestyleWhat will you work on?The Medical Administrative Assistant works in a team environment to provide confidential administrative support functions within the Chief of Staff office. The Medical Administrative Assistant maintains the integrity and confidentiality of all information flowing through and processed for the Chief of Staff (COS) office and performs routine administrative duties for the medical staff at the hospital. Responsibilities include coordinating and organizing workflow; determining priorities; composing confidential correspondence for signature; and designing and creating correspondence, documents, presentations, orientation packages, and spreadsheets.SOME TYPICAL DUTIES AND RESPONSIBILITIES INCLUDE:• Organizes schedules, books meetings, and arranges travel.• Prepares, monitors, and prioritizes correspondence.• Committee/Meeting support - takes care of the logistics and prepares agendas and minutes.• Maintains Quality Assurance files (disciplinary documentation) and liaises with the appropriate bodies as necessary.• Assists the Quality Improvement team with document coordination resulting from critical incident reviews.• Provides administrative support for the Regional Medical Advisory Committees (MAC), Local MACs, credentialing committee, departmental meetings, and semi-annual medical staff meetings.• Coordinates information flowing to and from the RMACs and LMACs to the Health Authority Medical Advisory Committee and the IH Board of Directors.• Assists medical staff with the location of policies, procedures, documents, and forms.• Disseminates information to medical staff from various stakeholders.• Provides local information/support to Physician Recruitment Service Partner and/or Recruitment Leader as requested.• Provides information on request to support the credentialing and privileging processes on-site.• Assists the Chief of Staff with ensuring appropriate processes have been followed for new physicians, locums, and medical learners providing services at the facility.• Liaises with physicians, Physician Compensation, the Executive Medical Director’s office, and the Ministry of Health regarding various rural programs and incentives (e.g., Rural Specialist Locum Program, Rural GP Locum Program, Rural Continuing Medical Education, NITAOP [Northern Isolation Travel Assistance Outreach Program] and other ministry-funded rural physician payment incentives) as applicable and required.• Performs other related duties as assigned. How will you create an impact?Joining our IH team will allow you to challenge yourself professionally while enjoying all the personal pursuits available to you within this fantastic community. How will we help you grow?We provide you with an orientation customized to meet your needs, and immediate support and access from excellent colleagues. You will have access to work in an interdisciplinary environment where patients are at the centre of care. We also offer continuous education opportunities. Reasons to Apply at Interior Health... What we can do for youWe offer a work environment conducive to growth and development of strong clinical skills and a work environment that supports and promotes psychological health & safety for all. We offer the opportunity to have a balanced lifestyle that allows you to maintain the quality of life you desire. Come live, work and play where others only vacation. Make a difference. Love your work. Apply today!QualficationsEducation, Training, and Experience:• Graduation from a relevant administrative or business support program.• Three to five years of experience in an administrative support position, including experience working with various computer software programs.**Cover letter is required.Skills and Abilities:• Ability to work independently.• Ability to type 50 wpm and set up letters, reports, etc. in a professional format.• Superior computer and technical skills are essential.• Proficient with computer software including MS Outlook, Word, Excel, and PowerPoint.• Ability to operate videoconferencing, teleconferencing, and related equipment.• Superior written and verbally communication abilities.• Ability to organize high volume workload and set priorities.• Demonstrated customer-focused approach.• Ability to develop effective relationships with IH staff at all levels, as well as with external agencies and physicians.• Demonstrated collaborative team approach with communication skills appropriate to handling complex relationships. • Ability to anticipate and respond to changing priorities and unforeseen challenges and opportunities.• Demonstrated ability to problem-solve effectively. • Ability to influence change and handle conflict.• Independent problem-solving and decision-making capabilities.• Physical ability to perform the duties of the position.“Honouring Interior Health’s commitment to Truth and Reconciliation and the Declaration on the Rights of Indigenous Peoples Act (DRIPA), and Pursuant to Section 42 of the B.C. Human Rights Code, preferential consideration and/or hiring will be given to qualified applicants who self-identify as Indigenous (First Nations, Métis, or Inuit).”
Administration Assistant - BMO Nesbitt Burns
BMO Financial Group, Montreal, QC
Application Deadline: 04/26/2024 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service 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. Bilingualism French and English 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 Montreal is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Assistant Branch Manager
BMO, Quebec, QC
Application Deadline: 04/25/2024Address:3190 boul St-CharlesGuides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Coordinates service requests and problem resolution processes to ensure accurate completion and follow-up that meets or exceeds customer expectations, or escalates for resolution.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Provides input into area business and market plans to optimize new and existing business opportunities within the community.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Reviews results and performance measures against plans and standards (e.g. sales targets, service targets, referral targets) to address gaps and develop plans.Analyzes data and information to provide insights and recommendations.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.1-3 years of banking or customer service/sales or equivalent experience.Previous supervisory or management experience - preferred.General knowledge of retail banking products and services.General knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Working knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Executive Assistant - Hybrid
Hunt Personnel/Temporarily Yours, Vancouver, BC
Join one of the biggest players in Canada’s mining industry in this exciting Executive Assistant opening. This is your chance to take the reins in a fast-paced environment where your sense of humor is as valued as your leadership skills. It’s more than just a job – this is your pathway to personal and professional enrichment and a fulfilling career.The Executive Assistant is responsible for providing high-level administrative support to the Senior Vice President, General Counsel and the company’s Legal department. This role requires someone with a proactive mindset, the desire to tackle challenges head-on, and the ability to thrive under pressure.What’s In It For YouA great annual salary in the $65-90.5K range based on your skills and experience, a hybrid work model (3 days in office, 2 from home), as well as amazing benefits including 3 weeks of vacation, an annual bonus, a profit-sharing plan, health and personal spending accounts, health, dental and vision care, an employer-pension plan, life insurance and disability coverage, EFAP, and overall well-being support.What You’ll DoPrepare various presentations, reports, projects and other compositionsProcess and code expense reports and invoicesManage the SVP’s calendar and coordinate travel arrangementsScreen and handle incoming inquiries, responding to various requests on SVP’s behalfAssist with onboarding and offboarding, as well as internal department changesIT troubleshootingMaintain filing systems, including opening and closing filesOrganize retreats and department eventsOther administrative and general support as neededWhat You Bring3-5 years of increasingly responsible administrative experienceExperience in a legal environment is considered an assetLegal Administrative Assistant certificate is beneficialStrong computer proficiency including advanced MS Office skills (PowerPoint, Excel, Work and Outlook), experience with Worldox is an assetExtremely effective communication (written and verbal) and interpersonal skillsDetail-oriented and highly organized with the ability to multitask effectively to meet deadlinesTeam-oriented and adaptable to changing requirements
Assistant Controller
Equest, Ottawa, ON
Assists the Controller in maintaining the corporation's accounting/financial reporting functions. Supervises accounting for all transactions related to the general ledger such as receivables and payables and prepaid expenses. Oversees the company-wide reporting process and assists line managers in the financial planning process and management of financial resultsWHAT WILL YOUR NEW ROLE BEEnsuring the accuracy, completeness and timely completion of monthly financial reportingAnalyzing and summarizing financial results for senior leadershipHelping with computations and analyses to support decision-making of divisional VPsManaging and supporting members of the finance team including financial analysts, accounts payable and accounts receivableHelping with due diligence and integrating new acquisitions into the finance groupTechnical accounting analyses under International Financial Reporting Standards (IFRS)Respond to ad hoc compliance filings for property taxes, business registrations, and other state/county mandated tax filings.WHAT WE ARE LOOKING FOR3+ years of work experience in an accounting or finance environmentUndergraduate degree in business, finance, or accountingExperience managing others, formally or informallyWHAT WILL MAKE YOU STAND OUTCompletion of or working toward a professional accounting designation programExperience working at an accounting firm or software companyFamiliarity with IFRSWHAT WE OFFER3 weeks' vacation and 5 personal daysComprehensive Medical, Dental and Vision coverage from your first day of employmentEmployee stock ownership and RRSP matching programsLifestyle rewardsFlexible work options (and a pretty cool Corporate office!)And more!
Intermediate Project Manager with experience with property and casualty insurance to manage a Rate Implementation scrum team
S.i. Systems, Toronto, ON
Our insurance client is looking for an Intermediate Project Manager with experience with property and casualty insurance to manage a Rate Implementation scrum teamLocation: Toronto - on site 2-3 days a weekScope: The Project Manager will lead and manage the Rate Implementation scrum team, you will partner and provide leadership to the Pricing Management team and Product Owner to deliver high quality pricing changes to production. They will be responsible for driving the successful execution and delivery of projects for the Personal Insurance line of business.Responsibilities:Define, project scope, goals, and deliverables that support the business goals in collaboration with senior management and stakeholders. Develop full-scale project plans and associated communication documents.Manage the delivery and governance of projects which support and enhance IT solutions to agreed success factors and KPIs (time, cost, quality, scope, risk and budget).Create & present status messaging to a variety of stakeholders including senior leaders and C-suite executives.Responsible for development of an Integrated Project/Sprint Plan and successful delivery of confirmed scope on time and on budget.Collaborate with Technology Leads, Developers, QE Leads and DevOps to mitigate risks and develop solution options for issues, reporting back to LeadersFacilitate daily standups, scrum of scrums, product owner synchronization, sprint planning, sprint review, sprint refinements, sprint demos and sprint retrospectives.Work closely with the Product Owner to ensure the backlog is well-maintained and prioritized for maximum delivery.Must Haves:5 years + of Project Management and Technical Delivery with an emphasis on governance, communication, risk management, financial management and stakeholder management.3+ years experience in Property and Casualty Insurance industry Experienced in working on Insurance programs with multiple delivery streams.Agile methodologies, with a deep understanding of Agile principles, frameworks and tools.PMP certificationCertified Scrum Master (CSM) or similar Agile certification required (Scaled Agile - SAFe certified).Experience with Continuous Integration/Continuous Deployment (CI/CD) practices.Bachelor’s degree in computer science, business or related field.Nice to Haves:Experienced with Guidewire Cloud platform (Policy Center, Billing Center & Claims Center) is an asset.Prior technical background as a software developer or engineer is a plus. Apply
SAP iXp Intern - Project Management Assistant
SAP, Calgary, AB
We help the world run better Our company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Apply now! About the SAP Internship Experience Program The SAP Internship Experience Program is SAP's global, strategic, paid internship program that provides university students with opportunities to find purpose in their careers. Three reasons to intern at SAP Culture of collaboration:meet with mentors, make new friends across the globe and create a thriving personal network. Project-driven experience:gain cross-functional skills from our virtual and in-person learning sessions, diverse subject matter experts, and project deliverables. Gain visibility:with SAP Internship Experience Program in your title, you'll have a global network of SAP leaders, entrepreneurs and career development opportunities at your fingertips. What you'll do Position title:SAP iXp Intern - Project Management Assistant Location: Calgary Expected start date and end date: May 2024 - December 2024 Provide support to the Project Manager for the Sales to Delivery Handover Assist with compliance to project requirements and standards Assist with project coordination, planning and management Assist with tasks associated with monitoring and controlling the project Assist with revenue forecasting of a project Assist in Resource Management process, creating and tracking resource requests. Assist with the capture and recording of inputs for financial planning and management; including capture of project team timesheets (including external parties), effort expensed, project costs, project invoices etc. Assist with RAID Meetings, documentation, invitations, minutes Assist with management and documentation of project deliverable reviews and review sessions Assist with minutes of reviews and related project approvals Assist Project Manager with Project Sponsors and Project review Boards, including development of content, meeting minutes etc. Assist with project escalations Assist with management and tracking of key project documents and deliverables Participate in project weekly/monthly meetings, and in Project Reviews Assist with the capture of Lessons Learnt Work with consultants and project managers to ensure accuracy of project reporting Capture project metrics and ensures they are clearly communicated to appropriate SAP or Customer team members What you bring We're looking for someone who takes initiative, perseveres, and stay curious. You like to work on meaningful innovative projects and are energized by lifelong learning. Good people skills Experience working in multi-cultural teams an advantage Prior Team Lead or Project Management experience an advantage Proficient in Microsoft Office (MS Word, MS PowerPoint, MS Excel) Proficiency in English Meet your team The Delivery Canada team focuses on ultimate customer success by creating valuable outcomes and driving adoption of SAP solutions for all Canadian customers, supported by the Land, Adopt, Consume, and Expand motions. Delivery Canada is responsible for the Delivery to Value, including full accountability in engagement financials, delivery quality, time to value, customer success, and adoption of SAP solutions. Our purpose is to create valuable outcomes and experiences for SAP customers. We bring our solutions, platforms, technology, and industry expertise to life so that our customers can fulfill their business purpose. As part of this team, you will work with a diverse group of project management professionals and learn all the required skillset for a successful career in technology and business transformation consulting directly from the best in the industry. We build breakthroughs together SAP innovations help more than 400,000 customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with 200 million users and more than 100,000 employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, we build breakthroughs, together. We win with inclusion SAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better and more equitable world. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to the values of Equal Employment Opportunity and provide accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: [email protected]. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training. EOE AA M/F/Vet/Disability: Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability. SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP's commitment to pay equity. SAP provides the hourly base salary rate range applicable for the posted role. The targeted range for this position is 18.00 - 35.00 CAD. The actual amount to be offered to the successful candidates will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. SAP offers limited benefits for employees hired into hourly or like roles subject to appliable plan/policy terms. A summary of benefits and eligibility requirements can be found by clicking this link: SAPNorthAmericaBenefits.com Requisition ID: 392043 | Work Area: Administration | Expected Travel: 0 - 10% | Career Status: Student | Employment Type: Intern | Additional Locations: #LI-Hybrid Requisition ID: 392043 Posted Date: Apr 4, 2024 Work Area: Administration Career Status: Student Employment Type: Intern Expected Travel: 0 - 10% Location: Calgary, AB, CA, T2P 5E9
Client Service Assistant
BMO Financial Group, Sudbury, ON
Application Deadline: 05/03/2024 Address: 79 Durham Street South Job Family Group: Wealth Sales & Service 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. Maintains and organizes client database and client files. 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 standardized tasks under supervision. Performs initial problem solving within given rules/limits & escalates when required. Broader work or accountabilities may be assigned as needed. Qualifications: Post-secondary degree in related field of study desirable. Basic knowledge learned on the job. Verbal & written communication skills - Basic (in business environment). Organization skills - Basic (in business environment). Collaboration & team skills - Basic (in business environment). Please note the base salary for this specific position in Sudbury is $36,500 and based on candidate experience. Compensation and Benefits: $31,600.00 - $40,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Administration Assistant, BMO Nesbitt Burns
BMO Financial Group, Granby, QC
Application Deadline: 05/17/2024 Address: 399 Rue Principale, 2nd Flr Job Family Group: Wealth Sales & Service *** 6 months contract and possibility for this role to become permanent *** 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. Bilingualism French and English 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 Granby is $ 38,000.00. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $32 700,00 - $48 600,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Executive Assistant-Work from home
Company Confidential, Quesnel, BC
We are looking for an Executive Assistant to perform a variety of administrative tasks and support our company’s senior-level managers.Executive Assistant’s responsibilities include managing calendars, making travel arrangements and preparing expense reports. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to executive members.  ResponsibilitiesAct as the point of contact among executives, employees, clients and other external partnersManage information flow in a timely and accurate mannerManage executives’ calendars and set up meetingsMake travel and accommodation arrangementsRack daily expenses and prepare weekly, monthly or quarterly reportsOversee the performance of other clerical staffAct as an office manager by keeping up with office supply inventoryFormat information for internal and external communication – memos, emails, presentations, reportsTake minutes during meetingsScreen and direct phone calls and distribute correspondenceOrganize and maintain the office filing systemRequirements and skillsWork experience as an Executive Assistant, Personal Assistant or similar roleExcellent MS Office knowledgeOutstanding organizational and time management skillsFamiliarity with office gadgets and applications (e.g. e-calendars and copy machines)Excellent verbal and written communications skillsDiscretion and confidentialityHigh School degreePA diploma or certification is a plus
Client Service Assistant
BMO Financial Group, Toronto, ON
Application Deadline: 05/02/2024 Address: 100 King Street West Job Family Group: Wealth Sales & Service 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. Please note the base salary for this specific position in Toronto is $38,000 Compensation and Benefits: $32,700.00 - $48,600.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Assistant Branch Manager Advisor Trainee
RBC, Gull Lake, SK
Job SummaryAs an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and usage, and collaboration with RBC partners. Your ability to foster long-lasting relationships and provide professional advice allows you to contribute to the success of your clients, your business, and your community. Further, you support the ongoing development of your team through consistent routines to ensure a high level of employee capability and engagement.Job DescriptionThe successful Candidate for this role will train at our Gull Lake SK RBC Branch and once training is complete MUST be mobile to travel to other locations within the Southern Saskatchewan MarketWhat will you do?Ensure high employee engagement through talent management, development & career planningDeliver results through strong sales management routines and coaching abilityProvide professional advice and education with an ability to address complex credit and investment personal & business needsCollaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experienceModel & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usagePartner with your manager to ensure operational effectiveness of the branch and maximize the performance of the teamAddress local community needs through appropriate recruitment and management practicesWhat do you need to succeed?Must-haveMinimum of 2-3 years experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)Experience in a coaching / leadership role, or acting as a mentor to service or sales professionalsMutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 yearsCompletion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start dateDemonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior sales resultsNice-to-haveStrong communication and decision-making skills, with the ability to communicate and lead changeStrong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environmentA post-secondary diploma/degree, ideally in Commerce, Business Administration or related experienceWhats 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 performance based bonuses, flexible benefits, and competitive compensationLeaders who support your development through coaching and managing opportunitiesA world-class training program in financial servicesA collaborative dynamic culture where personal initiative and hard work are recognized and rewardedJob SkillsAdditional Job DetailsAddress:1188 CONRAD AVE:GULL LAKECity:GULL LAKECountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-04-10Application Deadline:2024-05-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Executive Assistant-Work from home
Company Confidential, Richmond, BC
We are looking for an Executive Assistant to perform a variety of administrative tasks and support our company’s senior-level managers.Executive Assistant’s responsibilities include managing calendars, making travel arrangements and preparing expense reports. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to executive members.  ResponsibilitiesAct as the point of contact among executives, employees, clients and other external partnersManage information flow in a timely and accurate mannerManage executives’ calendars and set up meetingsMake travel and accommodation arrangementsRack daily expenses and prepare weekly, monthly or quarterly reportsOversee the performance of other clerical staffAct as an office manager by keeping up with office supply inventoryFormat information for internal and external communication – memos, emails, presentations, reportsTake minutes during meetingsScreen and direct phone calls and distribute correspondenceOrganize and maintain the office filing systemRequirements and skillsWork experience as an Executive Assistant, Personal Assistant or similar roleExcellent MS Office knowledgeOutstanding organizational and time management skillsFamiliarity with office gadgets and applications (e.g. e-calendars and copy machines)Excellent verbal and written communications skillsDiscretion and confidentialityHigh School degreePA diploma or certification is a plus