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IT/CRM System Administrator
Novella Wealth, Richmond, BC, CA
Novella Wealth, a relationship-based firm, is focusing entirely on serving our clients well. Our diverse team of experts is dedicated to providing in-depth wealth, investment, and insurance management services that enrich your every financial goal. We manage each portfolio with the same care that we give our own.We're looking for the best IT/CRM System Administrator to join the Novella family. The IT/CRM System Administrator is tasked to manage the information technology support services and the CRM system within our organization. The CRM system is a customer relationship management tool that keeps up-to-date records of customer contact information and data, and is accessible to users/clients and management to make effective use of the industry information systems technology. The IT/CRM System Administrator should be skilled and experienced in CRM, information technology development plans, policies and procedures, and advice the organization on CRM and information technology issues to accomplish business goals. At the end of the day, the IT/CRM System Administrator revolves around bridging the gap between the CRM system and the people who use it.Main activities include:- Acts as the CRM Subject Matter Expert (SME) across the organization;- Manages the technical administration of the Firm’s CRM tool and relevant integrations including troubleshooting, ensuring technical issues are resolved promptly, system enhancements and system upgrades;- Architects, designs and extends the CRM platform in alignment with business requirements, including creation of new fields, values and layout development;- Leads in translating improvement requests and requirements into working technical solutions in the CRM;- Acts as interpreter and connector; speaks the language of both marketing and technology and leads in translating requirements into data solutions;- Leads in working with vendors for applications that integrate into the CRM System;- Acts as technical lead in marketing technology aligned project management;- Implements and maintains policies and goals that support the organization's IT needs;- Monitor and maintain computer systems and networks;- Develop and implement policies and procedures on information technology strategy, management, security and service delivery and to optimize the efficiency, performance and the quality of application software;- Helps business operations groups utilize information systems to improve their efficiency;- Communicate with staff or clients through a series of actions, remotely or face-to-face, to assist in setting up systems or resolving issues;- keep up to date with industry developments;- Support the roll-out of new applications;- Ensures proper functioning of the information processing system and oversees necessary upgrades;- Develop, implement and maintain information systems and business practices pertaining to electronic information security, capture and utilization;- Set up new users’ accounts and profiles and deal with password issues;- Test and evaluate new technology;- Train agents, users and customers on CRM applications;- Oversee and ensure operating within the information technology support services’ budget.Active Directory / File Server:- User account management (create, update, delete);- File management; manage files & folders in accordance with Insurance Regulators / Licensing requirements;- Data security and access management in accordance with Insurance Council of BC and other regulators requirements;- Maintain backup of all systems.Office 365:- Create and update user mailboxes;- Provide Auto responder services;- Outlook/Mailbox monitoring;- Manage OneDrive and Document Libraries.Network Infrastructure:- WAN/LAN monitoring;- Monitor DNS, DHCP;- Internet traffic monitoring;- Maintain network cables and WiFis.Printer Management:- Ensure proper connection to printers;- Assist in servicing printers.General Maintenance:- Hardware and software installation and service;- Laptops, workstations, printers;- MS Office 2013/2016/365;- Antivirius;- Printing and Scanning;- Insurance BC custom applications;- Solve IT Support ticket requests;- Manage IT inventory.Other activities- Other tasks not specifically listed in this document may be assigned from time to time.Requirements and qualifications:- A minimum of 3 to 5 years working in Information Technology field, including 3 years of significant experience in IT/CRM services and support;- Knowledge of customer relationship management software an asset;- Post-secondary education in computer science, software engineering, or related field;- Detail oriented with an excellent foundation in software development and support, stakeholder management, requirement development and analytical skills;- Familiar with a variety of the field's concepts, practices, and procedure;- A high level of self-motivation and energy;- An optimistic, can-do attitude;- Very strong analytical skills;- Effective interpersonal skills.Wage C$43.08 / hour, 40 hour / weekAboriginal and new immigrants are encouraged. Candidates legally entitled to work in Canada can apply too.Please email resume to . Only those qualified will be contacted, NO solicitation please.Novella WealthUnit 270 10691 Shellbridge Way, Building 4, Airport Executive Park, Richmond, BC, Canada V6X 2W8
Office Administrator
Mehtoj Group Ltd., Winnipeg, MB, CA
About Us: Mehtoj Group Ltd. is a dynamic and quickly growing logistics company with both domestic and international operations in over a dozen provinces and states. We specialize in refrigerated freight transportation and serve local, national, and multinational customers. We are a safety-first company with a strong commitment to personal wellbeing and customer satisfaction. Based in Winnipeg’s Centerport district, Mehtoj is a great place to begin your career or take it to new heights!The Role: We are currently looking for an Office Administrator to join our team. The Office Administrator is responsible for assisting with all shortages, overages, and damages and scheduling delivery appointments on all inbound and outbound freight.Job Title: Office AdministratorPositions: 2Nature of Employment: Permanent Full Time PositionSalary: $ 24.50 per hour for 35 to 40 hours/week. Overtime pay at 1.5 times regular rate of pay after 44 hours.Job duties:Evaluate & Review office administrative procedures and implement new procedures.Setup work priorities, assign work to office support staff, and ensure deadlines are met and procedures are followedCarry out office administrative activities of establishmentCo-ordinate and plan for office services, such as equipment and supplies required in Transportation Company, maintenance and security servicesCarry out analyses and oversee administrative operations related to budgeting, contracting and management processesAssist in preparation of operating budget and maintain inventory and budgetary controlsCollect data to prepare periodic and special reports and manualsMay supervise records management and related staff.Language: EnglishEducation: College/CEGEPExperience: 1 year to less than 2 yearsThis job is open to applicants of aboriginal descent and newcomers to CanadaJob Types: Full-time, PermanentSalary: $24.50 per hourSchedule:8 hour shiftAbility to commute/relocate:310 Eagle Dr, Rosser, MB R0H 1E0 : reliably commute or plan to relocate before starting work (required)How to Apply:Phone: 2046329217 ( 9:00 - 16:00 ) or EmailJob Types: Full-time, PermanentSalary: $24.50 per hour
Senior System Administrator who can support the day-today operations of their VMware environment.
S.i. Systems, Toronto, ON
Our valued Public Sector client is in need of a Senior System Administrator who can support the day-today operations of their VMware environment. Background: Our valued Public Sector clients working on enhancing their current VM-based Technical Environment Evolution (TEE & TEE2). They would like to bring on the support of a Senior Systems Administrator who can support the health and day to day operations for their VMware environment. Tasks Performed: Provide support scripting and automating VMware Infrastructure as a service IaaS/PaaS Working with technical team develop, implement and maintain PowerShell and REST scripts Perform installations, configuration and creation of VMware libraries, testing and optimization support Support the delivery of software within the system Support the operation of VLAN, Firewall and shared storage environment Sucessful applicants should have experience with the following technology: vCloud Application Director, vCloud or vReaize Application Center, vCloud or vRealize Orchestration, vFabric, vCloud Network Services or NSX, Powershell, REST, Visual Studio, Team Foundation Services, VLAN, Firewall, vSpherem vMotion, NSX, EXSi, IaaS/PaaS Apply
Contract administrator
Fed Supply, Montreal, QC
Hello ! I'm Gabriel, Recruitment Consultant for Fed Supply, an employment agency specializing in supply chain, logistics, transportation and customer service - offering temporary and permanent jobs in the Greater Montreal area. Our team of Supply Chain and Logistics experts speaks your language and operates in your world.Hello ! I'm Gabriel, Recruitment Consultant for Fed Supply, an employment agency specializing in supply chain, logistics, transportation and customer service - offering temporary and permanent jobs in the Greater Montreal area. Our team of Supply Chain and Logistics experts speaks your language and operates in your world.I am accompanying one of our clients in the public sector, located in the east end of Montreal, in their search for a contract administrator. Here are the responsibilities of the role: * Analyze, consolidate and document needs in conjunction with internal partners. * Use analysis tools to identify market trends and determine potential suppliers; * Develop, plan, organize and report on the acquisition strategy of goods and services for the company; * Coordinate multi-disciplinary teams and processes for acquisition or disposal processes according to envelopes and deadlines; * Perform comparative analyses; * Develop and prepare invitations to tender; * Propose and establish the monetary amount of bonds; * Determine guarantees and analyze bids; * Ensure proper execution of contracts, analyze problems and initiate corrective action; * Negotiate with suppliers, draw up amendments and monitor agreements between partners; * Steer tender evaluation committees and be responsible for the transparency of the bid evaluation system; * Monitor compliance with the procurement and disposal process; * Simultaneously manage multiple projects requiring rapid action; * Coordinate and develop business relationships between suppliers, users and purchasers of goods and services; * Advise internal partners; * Develop collaboration with executive management; * Maintain business relations with internal partners; * Perform all other related tasks.Requirements : - Bachelor's degree in Business Administration with a specialization in Operations or Supply Chain Management or recognized equivalents; - Three (3) years of relevant experience in tender production; - Basic knowledge of SAP MM module; - Basic knowledge of EDILEX software; - Knowledge of the SEAO platform; - Assets: Knowledge of public sector procurement regulations and experience in contract management; PROCESS: Initial interview with Gabriel Lemoine, Fed Supply Recruitment Consultant - followed by an interview with the company's Human Resources Manager and Position Manager. To apply: www.fedsupply.ca To contact me: (438) 378-7599 C:
Administrator, Quality
Aecon Group Inc., Sherwood Park, AB
Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and strengthen our communities. At Aecon, you can count on: Safety First. Our number one core value. If we cant do it safely, we dont do it at all. Integrity. We lead by example, with humility and courage. Accountability. Were passionate about delivering on our commitments. Inclusion. We provide equitable opportunities for everyone. We lead the infrastructure industry with purpose, and our people are at the heart of everything we do. So, we invest in our people, just like they invest in us! At Aecon we: Ensure you and your family receive the services needed to support your mental, emotional, and physical well-being Believe in helping you build your career through our Aecon University and Leadership Programs Are committed to supporting and investing in inclusive work environments, through initiatives like Equity, Diversity & Inclusion training, our Aecon Women in Trades and Aecon Diversity in Trades programs, and our Employee Resource Groups (ERGs) to ensure we are building inclusion into every aspect of our culture at Aecon. Are a leader in sustainable construction. With a strong commitment to operating responsibility by minimizing our impact on the environment and surrounding communities. Our business success relies on strong execution and continuous improvement driven by the diversity, expertise and teamwork of our people. Were always searching the globe for innovative, collaborative minds to join our best-in-class Aecon community! Position Overview Reporting to the director of quality, our quality administrator will apply their keen attention to detail to help administrate the quality function on our projects in western Canada. What You'll Do Here: Provide clerical assistance and coordination to the department manager on quality items for home office and project sites. Maintain Quality documentation accord to established manuals, programs and procedures. Coordinate inspection schedules (company, client inspectors and third party) to ensure all operations are satisfactorily completed. Coordinate record and report filing systems with Document Control processes for home office and assist with the coordination of project site setups. Revise, publish, track and distribute the Quality manuals, procedures, work instructions and code related documents. Set up and maintain document library, physical and electronic copies. Administer the continuous improvement systems; lessons learned log, NCR log, CAR log and PAR log. This will include setting up, tracking and driving the closing of action items on logs. Assist with the coordination of Total Management reviews of the Total Management System with top management. Develop and assist with compiling information into spreadsheets and graphs for PowerPoint presentations for management and clients as required. Develop, create and assist with the creation of Quality organizational charts. Facilitate process flow meetings, assisting with the development of process flow charts and process flow lanes. Create and maintain quality work instructions and processes. Assist with all other departments on the development of their manuals, processes and work instructions, while ensuring that all procedures and work instructions are formatted, numbered and tracked correctly. Assist with setting up and conducting internal home office audits. This includes developing an internal audit schedule, audit reports, tracking of audit findings, signing or closing of audits and their findings, filing and retrieval for future review. Assist with project audits, set up, notification, agenda, report documentation, sending audit reports to key people, and closing audits. Maintain CWB certification binder which includes: keeping CWB Welding qualifications and reports up-to-date by requesting copies of Welders cards, sending updated list of personnel to CWB and maintain the CWB Welder qualification log. Assist with the development of the Quality program and administration of orientation, including scheduling and tracking of training, and maintaining training logs. Manage the document archival storage process (Iron Mountain) by ensuring the transmittal forms are filled out correctly, materials are labeled according to the work instruction and maintaining the archive storage spreadsheet. Managing the Quality portion of bid packages, including compiling information, filing reports, managing reports based on bid outcomes What You Bring To The Team: Experience in an administrative or coordination role in the quality field. Construction industry knowledge and experience would be considered an asset. Above average computer skills utilizing MS Office application. Excellent communication skills. Ability to work as part of a team. Great customer service focus. Ability to liaise and form positive relationship with all levels of employees and management. Understand process formatting and manual formatting, example ISO formatting process. ISO knowledge is beneficial. Knowledge with procedure writing and formatting with flow charts and or flow lanes. Internal auditing experience is considered an asset. Technical writing is considered an asset. Aecon fosters diversity, inclusion and belonging within and across our organization. We welcome all to apply including, women, visible minorities, Indigenous peoples, persons with disabilities, and persons of any sexual orientation or gender identity. We are committed to adhering to the objectives and requirements outlined in the Accessible Canada Act (ACA), and to meeting the accessibility needs of persons with disabilities in a timely manner, through the implementation of the requirements of the ACA and its applicable regulations. If you require accommodation under the ACA during any step of the application process please click here.
Senior Branch Operations Administrator
BMO, Waterloo, ON
Application Deadline: 03/29/2024Address:20 Erb Street WestSupports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.Acts as a designee for the branch manager on compliance objectives within the branch.Provides ongoing compliance education to assigned branch / portfolio.Provides support and guidance to branch staff members on compliance and operational issues.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Identifies, reports and manages all compliance issues, irregularities according to guidelines.Supports the Branch management with all operational and regulatory compliance responsibilities as per guidelines including reviews of IA and branch reports, and client account documentation.Maintains branch files on outstanding client complaints hold mail accounts, insider clients, outside business activities, non-approved option trades, pledge accounts as per guidelines.Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.Meets high quality service standards to maximize relationship retention and growth.Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.Follows through on 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 function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.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.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.Grade:5Job Category:Individual Contributor / CollaborateurWe'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.
Microsoft Systems Administrator
High Tech Genesis Inc., Montreal, QC, CA
High Tech Genesis is seeking a highly skilled and motivated Microsoft Systems Administrator to join our IT team. As a Microsoft Systems Administrator, you will play a crucial role in managing and maintaining our organization's Microsoft-based systems and infrastructure. Your primary responsibility will be to ensure the stability, security, and optimal performance of our Microsoft server environment.Responsibilities:1. Install, configure, and maintain Microsoft server operating systems, including Windows Server (2012, 2016, 2019), ensuring their availability and reliability.2. Manage Active Directory services, including user and group management, domain configuration, and Group Policy administration.3. Monitor system performance and troubleshoot issues related to Microsoft server operating systems, applications, and services.4. Configure and develop networks. Perform system management upgrading BIOS, BMC, iDRAC as well as firmware for NICs, disk, SSDs to name a few controllers within a variety of hardware.5. Implement security measures and best practices to protect the organization's Microsoft systems from security threats and vulnerabilities.6. Perform regular system backups and implement disaster recovery procedures to minimize downtime and data loss.7. Collaborate with other IT teams to design, implement, and support integrated solutions that meet business requirements.8. Plan and execute system upgrades, patches, and migrations while minimizing disruption to business operations.9. Provide technical support and guidance to end-users and other IT staff as needed.10. Document system configurations, procedures, and troubleshooting steps to maintain accurate records and knowledge base.11. Stay current with industry trends, technologies, and best practices related to Microsoft systems administration.Requirements:• Proven experience as a Microsoft Systems Administrator or similar role.• Strong knowledge of Microsoft server operating systems, Active Directory, DNS, DHCP, and Group Policy.• Familiarity with cloud technologies such as Microsoft Azure or Office 365 is a plus.• Solid understanding of networking principles, protocols, and security concepts.• Excellent troubleshooting and problem-solving skills.• Strong communication and interpersonal abilities.• Relevant certifications such as Microsoft Certified: Azure Administrator Associate, Microsoft Certified: Windows Server, or equivalent are preferred.Note 1: You MUST be legally entitled to work in Canada (i.e., possess Canadian Citizenship, Permanent Residency or Valid Work Permit).Note 2: High Tech Genesis Inc. is an Equal Opportunity Employer.Note 3: Please submit an MS Word version of your resume when applying for this position.Note 4: Salary is commensurate with experience.
Office administrator
Code Ninjas, Saskatoon, SK, CA
Code Ninjas is the largest kids coding franchise in the world with over 400 locations open and operating in three countries. We offer year-round, engaging, and interactive learning experiences for kids of all ages and skill levels. Code Ninjas University Heights (Saskatoon) is currently seeking a skilled Office Administrator to join our team.Position: Office AdministratorEmployment Type: Permanent, Full-timeWage: $27.00 /hour (paid on a semi-monthly basis)Work hours: 30-40 hours/weekLocation: 1844 McOrmond Dr #142 Saskatoon, SK S7T 1C9Responsibilities:1.Oversee day-to-day office operations and ensure the office runs efficiently.2.Assist clients or visitors and address their inquiries or concerns.3.Manage office supplies and equipment procurement.4.Maintain and organize records, documents, and files.5.Provide administrative support for office services.6.Enter and update data into databases, spreadsheets, and other systems.7.Draft and format documents, reports, and presentations.8.Assist in budget preparation and track expenses.Requirements:1. A bachelor’s degree in business administration, or a related field.2. 2-3 years’ Experience in an administrative role.3. Strong organizational skills.4. Attention to detail and accuracy.Please email your resume to
Administrator Intern, Summer 2024 (Co-op/Internship) - 4 months
BMO, Toronto, ON, CA
Application Deadline: 02/28/2024Address: 55 Bloor Street WestJob Family Group:Business ManagementInterested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus or joining our LinkedIn group BMO Campus Recruiting & Early Talent.To apply for this opportunity, please submit your resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.Supports the execution of strategic initiatives; includes tracking metrics and milestones.Builds effective relationships with internal/external stakeholders. Analyzes data and information to provide insights and recommendations.Leads the planning, coordinating and implementing department events.Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.Coordinates and monitors budgets and reporting on results vs. budget.Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities.Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.Processes invoices for payment in adherence with documented processes and guidelines and vendor agreementsPrepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.Makes travel arrangements, booking flight/hotel reservations as needed.Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).Collaborates with internal and external stakeholders in order to deliver on business objectives.Organizes work information to ensure accuracy and completeness.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 experience in an administrative/professional support function and post-secondary degree in related field of study desirable.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay Type: SalariedThe above represents BMO Financial Group's 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 Group's expected target for the first year in this position.BMO Financial Group's 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 We'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.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 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.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.
Sr. Branch Operations Administrator
BMO, Oakville, ON
Application Deadline: 03/26/2024Address:360 Oakville Place DriveSupports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team.Acts as a designee for the branch manager on compliance objectives within the branch.Provides ongoing compliance education to assigned branch / portfolio.Provides support and guidance to branch staff members on compliance and operational issues.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Identifies, reports and manages all compliance issues, irregularities according to guidelines.Supports the Branch management with all operational and regulatory compliance responsibilities as per guidelines including reviews of IA and branch reports, and client account documentation.Maintains branch files on outstanding client complaints hold mail accounts, insider clients, outside business activities, non-approved option trades, pledge accounts as per guidelines.Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.Meets high quality service standards to maximize relationship retention and growth.Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.Follows through on 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 function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.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.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.Grade:5Job Category:Individual Contributor / CollaborateurWe'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.
Operations Administrator
BMO, London, ON
Application Deadline: 04/26/2024Address:255 Queens Ave, Suite 1900Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.Manages client documentation for correspondence and set-up.Collaborates with internal and external stakeholders in order to deliver on business objectives.Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation.Creates, maintains, and enters information into databases.Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).Maintains office supplies inventory and orders.Schedules meetings and coordinates meeting facilities and set-up.Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.Identifies and escalates all irregularities and discrepancies to management.Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.Meets high quality service standards to maximize relationship retention and growth.Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.Follows through on 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 function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:3Job Category:Individual Contributor / CollaborateurWe'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.
Operations Administrator
BMO Financial Group, London, ON
Application Deadline: 04/26/2024 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Manages client documentation for correspondence and set-up. Collaborates with internal and external stakeholders in order to deliver on business objectives. Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff. Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation. Creates, maintains, and enters information into databases. Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution). Maintains office supplies inventory and orders. Schedules meetings and coordinates meeting facilities and set-up. Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations. Identifies and escalates all irregularities and discrepancies to management. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on 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 function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. 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 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Compensation and Benefits: $31,600.00 - $46,200.00 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.
Administrator, Retail Lending Operations
Coast Capital Savings, Surrey, BC
Location: Help Headquarters Job Type: Full-time for 1-year myWork Options: Hybrid Starting Salary Range: $49,000.00 - $52,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Administrator, Retail Lending Operations
Coast Capital Savings, Surrey, BC
Location: Help Headquarters Job Type: Full-time till February 2025 myWork Options: Hybrid Starting Salary Range: $49,000.00-$52,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Regulatory & Business Operations Administrator (Remote/Hybrid)
Equest, Surrey, BC
Regulatory & Business Operations Administrator (Remote/Hybrid)Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #2822Tuesday, March 19, 2024We're searching for a Regulatory and Business Operations Administrator (Remote/Hybrid) . Are you searching for new possibilities? Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us. Expected Compensation: The expected hourly hiring range for this role is $21.74 to $27.18 with a 21-to-30-hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.As a Regulatory and Business Operations Administrator, under the direction of Operations management, you'll be responsible for participating in the development, support, and execution of insurance operations projects as well as daily operational tasks in the support of our branch teams. If you are located in BC's lower mainland, we offer a hybrid work environment from our new, conveniently located head office at King George Hub, Surrey. For applicants outside of the lower mainland, the position will be fully remote.Interested in learning more? Why you'll love Westland: An open, flexible, and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: You are forward-looking, with experience in insurance systems and operational issues 3 to 5 years of related insurance branch or administration experience You have a passion for continuous improvement and the innate ability to identify value added initiatives Building authentic relationships and seamless member experiences comes naturally to you Solid experience in MS Office products with intermediate skills in Excel Once here, you'll: Serve as a go-to resource and point of contact for branch staff inquiries regarding insurance systems and operational issues Perform various systems-related tasks, including configuration, onboarding/offboarding, and password resets for insurance-related systems Utilize analytical thinking to ensure tasks are executed efficiently, with a comprehensive understanding of their impact on the organization as a whole Ensure compliance with all audit and risk management requirements, as well as internal policies Fulfill administrative duties as needed to support organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada
Regulatory & Business Operations Administrator (Hybrid)
Equest, Surrey, BC
Regulatory & Business Operations Administrator (Hybrid)Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #2822Tuesday, March 19, 2024We're searching for a Regulatory and Business Operations Administrator (Hybrid) . Are you searching for new possibilities? Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us. Expected Compensation: The expected hourly hiring range for this role is $21.74 to $27.18 with a 21-to-30-hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.As a Regulatory and Business Operations Administrator, under the direction of Operations management, you'll be responsible for participating in the development, support, and execution of insurance operations projects as well as daily operational tasks in the support of our branch teams. If you are located in BC's lower mainland, we offer a hybrid work environment from our new, conveniently located head office at King George Hub, Surrey.Interested in learning more? Why you'll love Westland: An open, flexible, and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: You are forward-looking, with experience in insurance systems and operational issues 3 to 5 years of related insurance branch or administration experience You have a passion for continuous improvement and the innate ability to identify value added initiatives Building authentic relationships and seamless member experiences comes naturally to you Solid experience in MS Office products with intermediate skills in Excel Once here, you'll: Serve as a go-to resource and point of contact for branch staff inquiries regarding insurance systems and operational issues Perform various systems-related tasks, including configuration, onboarding/offboarding, and password resets for insurance-related systems Utilize analytical thinking to ensure tasks are executed efficiently, with a comprehensive understanding of their impact on the organization as a whole Ensure compliance with all audit and risk management requirements, as well as internal policies Fulfill administrative duties as needed to support organizational goals Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Head Office (Surrey), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada
Office Administrator
Canwood Doors & Mouldings Ltd, Toronto, ON, CA
As the Office Administrator, you will play a vital role in ensuring the smooth operation of our office resulting in our overall success. You will provide in-house administrative support to the owner as well as assisting field personnel.Primary Responsibilities· Oversee and manage all administrative and clerical tasks in the office.· Assist in the hiring process composing and placement of employment ads, preliminary interviews, provide, and process new hire paperwork and onboarding. Management of company benefits.· Organize and maintain office files and records.· Keep company licenses current Contractor’s License, Bond, General Liability Insurance, Vehicle Insurance, crew, etc.· Company Apparel. Order and distribute to employees with semi-annual apparel.· Use of QuickBooks Online accounting software and tools effectively.· Assist with AR/AP responsibilities such as payroll, Simple IRA deposits, invoicing, bank deposits, vendor price changes, preparation of estimates, proposals and billing as needed.· Work with the company CPA and Bookkeeper when necessary.· Assist with year-end tax preparation for CPA.· Increase productivity levels by identifying inefficiencies and streamlining processes in the office and field.· Serve as the company Notary.· Other related duties.QualificationsMinimum of an AA in Business Administration preferred.Minimum of three years of administrative work experience.Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)Knowledge of payroll systems and processes. QuickBooks On-line experience a plus.Daifuku offers an excellent compensation package including great benefits such as excellent medical, vision, and dental insurance, paid vacation time, paid sick time, and paid holidays, Flexible Spending Programs, and more.Excellent written and verbal communication skills.Ability to multi-task, organize, and prioritize work.Display a positive outlook for researching and implementing innovative technology.Demonstrate a friendly demeanor.
Administrator, Retail Lending Operations - Full-time role for 1-year
Coast Capital Savings, Surrey, BC
Location: Help Headquarters Job Type: Full-time for 1-year myWork Options: Hybrid Starting Salary Range: $49,000.00 - $52,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the job? The Administrator, Retail Lending Operations maintains the documentation and securities for the retail loan portfolio and ensures it's safekeeping. You will be responsible for providing quality customer service and administrative support to branches, other Coast Capital Savings (CCS) departments and outside agencies. The role works in a high-paced, volume driven environment which includes time sensitive deadlines, large dollar transactions and attention to detail. You will work closely with Retail Credit, Credit Risk Review, Credit Control, and other related stakeholders; and will play a strong role in these partnerships. What you'll get to do: Administration duties include advancing of mortgages to law firms/customer accounts, which may include disbursing the mortgage, pay out of existing loans or external debt and providing a confirmation. Providing mortgage pay out statements which include penalty calculations based on mortgage and/or document type as well as verification of security. Other duties include but are not limited to reports, small projects, loan maintenance, assumptions, verification of legal packages from law firms, verification of loan files requested by Credit Risk Review. Discharge of mortgages and personal securities, dependent on loan account. Apply knowledge of Canadian Premier to amend/refund/cancel loan insurance products according to terms of coverage. Complete mortgage/loan renewal preparation, verification of documentation and updates to new terms. Maintain all Letters of Credit and manage all amendments/cancellations. Keep abreast of lending policy changes/procedures and in technology applicable to the position. Respond positively to changes, challenges and new opportunities. Contribute to the process by assisting others, always including branch staff and other departments. Provide professional service to all CCS members and business partners. You will be in regular contact with branch staff, partner departments, management, and outside agencies to secure and/or provide information. Respond promptly and courteously to all work-related inquiries and problems. Review all loan applications and documentation received for adherence to lending policy and security requirements, ensuring the loan portfolio asset of CCS is protected. Track all loan application packages and maintain corporate policy for the follow up and completion of documentation. Consistency in application of policy, procedure and function is a major responsibility of this position. Who are we looking for? Minimum 4 - 6 years of job-related experience. Retail Lending Operational experience will be considered an asset. High School Diploma plus some additional post-secondary courses that enhances banking, business and/or credit knowledge. You must be conversant in lending products, services, policies, and procedures. Apply administrative skills, ensuring accuracy and attention to detail while managing large volumes and meeting deadlines. Effective communicator, using tact and diplomacy, with individuals at all levels when requesting or providing information. Strong ability to follow written instructions. Proficiency with MS Office is an asset. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Senior Administrator, Investment Operations - Full-time role for 18-months
Coast Capital Savings, Surrey, BC
Location: Help Headquarters Job Type: Full-time for 18-months myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Senior Administrator, Investment Operations - Casual role till March 2025
Coast Capital Savings, Surrey, BC
Location: Help Headquarters Job Type: Casual role till March 2025. myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.