Our client, a leader in the banking industry is seeking a Senior Administrative Assistant for a 6-month contract. This is an onsite position at their New York office. In this role you will be responsible for providing backup administrative and professional support to various groups within the business on a rotational basis, ranging anywhere from half day coverage to leaves of absence. You will monitor and ensure all established administrative and operational processes and control standards are followed.  In addition, the Senior Administrative Assistant performs basic analytical functions for purposes of contributing to the effective and efficient operation of the business group.

KEY ACCOUNTABILITIES:

1. Professional Support (50%)

2. General Office Administration (45%)

3. Ad-hoc Projects (5%)

SPECIFIC ACCOUNTABILITIES:

1. Professional Support

• Develops basic knowledge of BMO policies and procedures and leverages relationships across-LOBs with Executive and Administrative Assistants, Senior Managers and professionals to provide effective backup support to the permanent administrative population.
• Manages meeting coordination and scheduling using Microsoft Outlook, arranges domestic and international travel and logistics, monitors multiple phone lines, assists with expense processing and receipt collection, and completes data entry requests as needed
• Interfaces with client executives (CEO, CFO, or senior managers of that client’s business) or their representative on behalf on business leaders in coordination of meetings, events, presentations, or pitches.
• Maintains a flexibility and is able to shift focus as assignments adjust based on the needs of the business
• As a member of the Administration team, participates in Administrative professional development sessions, town halls, committees and networking events. Teams with Administrative partners to foster an environment focused on career development

2. General Office Administration

• Acts as the gatekeeper at the Reception Desks on client-facing floors by greeting guests and assisting internal employees
• Monitors phones and reception inboxes, checking for requests using Microsoft Outlook
• Coordinates visitor passes

3. Ad-Hoc Projects

• Assisting with the expense governance process by scanning, tracking receipts, and offering backup assistance to Administrative staff
• Offer support for marketing functions, charity campaigns, and Operations initiative
• Temporary project work outside of Administration based on the needs of the business

JOB DIMENSIONS:

• Participates in a variety of administrative related projects
• On occasion, overtime work is required with little notice
• No direct financial accountability.
• Can be asked to monitor projects and operational expenses to ensure they are within budget.

AUTHORITIES:

• Auditing- Ensures that tracking meets established standards. Resolves low to moderate-complexity issues and escalates high-complexity to critical issues for resolution.
• Advisory- Provides advice or suggests how to follow standard processes. Provides resolution on all administrative of a non-controversial nature. Recommends process improvements, and recommends appropriate content for reports and presentations to senior managers.
• Autonomy- Works independently to accomplish tasks once reviewed with senior managers within scope of job that provide input to support decisions and lead to outputs of others. In many cases, relies on others output as input to fulfill accountabilities.
• Expend Resources-Has some authority/discretion on spending petty cash or some budget elements.
• Decision Making- Makes moderate-complexity decisions in fielding phone calls, coordinating meetings, managing calendars, and in responding to non-controversial inquiries. Makes moderately complex decisions in performing business/situational analysis, in preparing reports/presentations, and in developing and implementing process improvements. When relevant established processes or procedures do not exist, the incumbent is participates in determining and recommending the best process/procedure to achieve the desired outcome.

CROSS-FUNCTIONAL RELATIONSHIPS:

• Interacts and collaborates regularly, with internal and external clients, their representatives, and senior managers, and with cross-functional business units to perform research and analysis, to develop and recommend alternatives, implement improvement opportunities, and to accomplish administrative or operational tasks.
• Interacts with colleagues, vendors and clients globally, dealing with multiple time-zones and cultural implications depending on unique requirements of the business unit.
• Acts as a primary interface with IT and works to resolve Executive’s IT issues.
• Exudes a confident, professional and confident demeanor

KNOWLEDGE AND SKILLS:

• Requires 1-3 years of experience in an administrative / professional support function in a fast paced environment dealing with moderately complex issues and managing conflicting priorities, or relevant customer services focused experience.
• Undergraduate degree or post-secondary education preferred. Other professional related training and development to keep skills current, including office productivity software.
• Experienced in coordinating travel logistics
• Ability to organize moderate amounts of business information and develop it into cohesive, professional reports and presentations, with little guidance and ability to recognize and respond to business related issues within the scope of the material.
• Detail oriented, extremely well organized, and able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines.
• Advanced level PC skills (MS Office: Excel, Word, PowerPoint, and Outlook).
• Advanced communication skills, both written and verbal.
• Ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships.
• Ability to work both independently and as a team player.
• Ability to deal with confidential materials in an appropriate manner.

Our client, a leader in the banking industry is seeking a Marketing Manager for a 9-month contract, with the possibility of extension or becoming a permanent position. This is a hybrid position in their downtown Toronto office. In this roe you will be responsible for managing the development and implementation of integrated marketing plans and initiatives for a business unit, field, or department.

Responsibilities:

• Develop and execute marketing programs and plans to drive loyalty with existing customer base (such as direct mail, e-mail, etc.).
• Develop and implement customer engagement strategies and programs, incl customer journeys, etc.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Leverage data analytics to manage and optimize channel solutions.
• Works with stakeholders to ensure quality and timeliness of strategic implementations.
• Executes work within the channel in compliance with regulatory requirements.
• Focus is primarily on business/group within the company; may have broader, enterprise-wide focus.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 2-3 years of relevant experience, preference towards telecom, corporate retail, and financial industry experience
• Ability to communicate clearly and concisely, both orally and in writing.
• Ability to manage others.
• Ability to balance multiple priorities and meet deadlines.
• Ability to work both independently and as part of a team.
• Strong analytical skills.
• Ability to work as part of a team.
• Creative problem-solving skills.
• Knowledge of direct or indirect retail or brand marketing.
• Knowledge of marketing program development and implementation.

Our client, a leader in the banking industry is seeking an Accounting Clerk to join their Automotive Finance team for a 3-month contract. This is currently a remote position but will be moving to onsite in the future at their Mississauga office. In this role you will be responsible for assisting with payment processing and foreign exchange transactions for RV trailer manufacturers.

Responsibilities:

• Processing invoices

• Processing financial transactions

• Ensuring foreign exchange transactions are accurate

• Manage inbox (must be timely and responsive)

• Ensuring Excel spreadsheets are accurate and sending to dealers/manufacturers

Qualifications:

• MS Office experience (Excel, Word, Outlook)

• Computer skills

• Attention to detail

• Accounting knowledge (understand debits and credits)

• Data entry experience

• Excellent communication skills

• FI/Lending experience considered an asset

• Education with focus in Accounting/Finance considered an asset

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

What you will bring to this role:

With a passion for your customer and obsession about doing the right thing, you will bring a high level of dedication to the table and strive to meet your customer needs by providing timely, accurate responses to those requesting information on products and service offerings.
• Bilingualism, English/French required
• You excel in a fast-paced, ever-changing environment while exhibiting a calm and professional manner
• You have exceptional technical capabilities, research skills and your attention to detail is always a priority
• You are confident in your ability to learn and apply information quickly
• Previous customer service experience in a contact center, retail environment or service industry
• Previous experience in a contact center environment would be considered a tremendous asset, however, not required
• Knowledge of financial services would also be an asset

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The individual will work with the business to update data to our core banking systems in a set of specific steps. Candidates will be assisting in preparation for relocation. Candidates must be able to follow simple instructions and perform tasks in sequence with minimal supervision. Candidates will be fully trained on how to access necessary information through Compnay systems and must demonstrate an ability to learn quickly. Candidates will largely be required to carry out physical tasks such as file cleanup, collecting closed files and preparing storage boxes for transportation.

What you will achieve in this role:

•Interpret, understand simple requirements
•Ability to follow written instructions and input data into systems with minimal supervision
•Deliver fair outcomes for our customers / stakeholders and ensure own conduct maintains the orderly and transparent operation of financial markets.
•Promote an environment that supports diversity and reflects the Company brand

What you will bring to this role:

• Experience with Data Entry
• Basic Microsoft Skills
• Solid Communication Skills
• Solid Time Management and Organization Skills
• Solid Team Work Skills

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Service Representative for a 12-month contract, with the possibility of extension. This is a remote position, with their office being in Montreal. In this role you will be responsible for assisting with wire payment processing and data entry. The team is made up of 30 people across 2 sites and works in a collaborative environment.

Responsibilities:

• Entering transactions for new bank product

• Data to enter will be received on schedule timer and Service Rep will manually input and released based on given timeframes

• Keeping up with data as it comes in

• Data entry on web-based applications

Qualifications:

• MS Office experience (Outlook, Excel, Word)

• Completion of post-secondary education

• Strong communication skills

• Financial industry experience considered an asset

• Data entry experience

• Customer service experience

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Provide a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations and Business Services function. May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.

What you will achieve in this role:

- Execute transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)

- Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained

- Identify opportunities to improve service delivery

- Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels

- Interact with partners by responding to requests in an effective and timely manner

- Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity

- Understand internal and industry regulations and trends, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies/procedures

- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

- Support the timely and accurate completion of business processes

- Actively review internal processes/activities and provide ideas for process improvement

- Investigate and escalate non-standard or high-risk activities as appropriate

- Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)

- Be knowledgeable of and comply with Bank Code of Conduct

What you will bring to this role:

- Excellent written and verbal communication skills

- Microsoft office experience, Proficient in Excel, word and powerpoint

- Admin experience

- Time management skills

- Must be able to work independently as well as in a team

- Adaptable and willing to learn

- Tech savvy

- Understanding of risk compliance

- Punctual and reliable

- Organized and hardworking

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The successul indicidual is accountable for the successful delivery and working in a dynamic environment. You are organized and an expert at navigating documents. You are comfortable with operating hardware such as photocopier/scanners and have basic computer skills to retrieve digital documents. Working closely with the business owner(s), you are able to work independently in executing process for accurate and efficient document storage.

What you will achieve in this role:

• Report to the assigned Retail Branch to support document filing and digitization processes.
• Preparing paper documents filed in the branch for digitization
• Scan paper documents into the Ricoh copier/scanner.
• Review digitally filed documents to confirm accuracy and ensure they meet all requirements of the business.
• Manage files in the branch and ensure they are secured in their designated locations.
• Provide daily and weekly updates to the management teams via email and/or phone.
• Adhere to the Health and Safety rules of the working location. It will also be mandatory to wear a face mask when operating in any open areas of the branch location.
• Adhere to Privacy Policies and Employee Conduct Rules.
• Adapt and remain flexible to support a broad spectrum of initiatives in an environment where business priorities may frequently shift
• Ensure timely communication of issues / points of interest and status and early identification of emerging risk(s)

What you will bring to this role:

• Professional with highly developed organization skills
• Ability to work independently
• Good communication skills
• Comfortable operating a photocopier and basic operation of a computer.
• Willingness to work variable hours driven by needs of the business and/or change in location within an acceptable local radius.

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Service Representative for a 15-mont contract, with the possibility of extension of becoming a permanent position. This is a remote position. In this role you will be responsible for interacting with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.

Responsibilities:

• Resolve customers’ service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills.
• Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments.
• Refer unresolved customer grievances to designated departments for further investigation.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.

Qualifications:

• Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills.
• Ability to work independently and manage one’s time.
• Ability to accurately document and record customer/client information.
• Previous experience with computer applications, such as MS Outlook or data entry software.
• High School Diploma or equivalent.
• 5 to 7 years customer service-related experience required.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Provide a broad range of operational process support and/or perform general to specialized transactions and/or other processing activities for own functional area.

What you will achieve in this role:

- Process various transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
- Support various HR programs and processes, providing first level analysis to resolve business issues
- Provide optimal employee and partner service, including guidance and advice on programs and procedures, while adhering to customer service standards and Customer Experience Model
- Refer or escalate processing or operational issues where necessary to ensure a high level of service is maintained
- Identify opportunities to improve service delivery and support process improvement initiatives
- Maintain working relationships with external and internal partners including responding to questions and/or concerns in an effective and timely manner
- Prioritize and manage own workload to meet SLA requirements for service and productivity 

- Looking over background checks
- Adjudicating, making decisions for whether candidates will be cleared to hired or rescinded
- Daily reports – need knowledge of Excel

What you will bring to this role:

1.) 2-5+ years of general admin experience
2) Excellent customer service skills and problem resolution skills
3) MS Office (Outlook, Excel, Word)
4) Excellent Communication skills (verbal and written)
5)analytical skills and time-management skills

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.