Executive Assistant, Dynamic Funds

2 months ago

Montréal QC, Canada Scotiabank Full time

**Requisition ID**: 208062

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

As the Executive Assistant, you will provide a high-level of administrative and organizational leadership, communications, and executive support to the Regional Vice President. Your role will involve facilitating the day-to-day operations of the department by serving as a primary resource for departmental inquiries, liaising with internal and external stakeholders, drafting and editing complex correspondence and coordinating appointments, meetings and events. Your stellar communication skills and high degree of professionalism and confidentiality will be essential to your success in this role.

**Is this role right for you? In this role you will**:

- Contributes to the overall success of the department by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.
- Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
- Actively manage calendars to balance priorities
- Schedule and organize meetings, including arranging the meeting room, technology and catering as required
- Handle telephone calls with professionalism
- Book travel arrangements for occasional international business travel
- Manage digital and paper filing systems ensuring that files are organized and easy to find
- Manage expenses and prepare expense reports, coordinating with Finance as required
- Onboard new hires
- Participate in team meetings to document and follow-up on action items
- Champions a customer-focused culture to deepen client relationships and leverage broader Firm relationships, systems and knowledge
- Provide high-level administrative support for one or more executives, requiring discretion, confidentiality, a good understanding of technical and business vocabulary, and a detailed knowledge of the organization's operations, procedures, and people
- Tech savviness and the proficiency in a wide range of platforms, including Microsoft Office, CRM, sales collaboration, and analytical tools
- Gather, compile, verify, and analyze information for the executive's use in documents such as memos, letters, reports, speeches, presentations, and news releases. Perform tasks using independent judgment and discretion e.g., preparing documents and presentation materials; screening and responding to incoming correspondence, inquiries, and phone calls; drafting letters and official information releases; arranging and attending meetings; taking and distributing minutes.
- Monitor, review, and approve standard expenditures to ensure the activities of the office are conducted within established budgets. Act as the primary liaison and coordinator for department initiatives.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

**Do you have the skills to enable you to be successful in this role? We would love to work with you if you have**:

- University Degree in Administration or college diploma (cégep) in administration with 3 -4 years of related experience.
- Strong verbal/written communication skills. Incumbent must be articulate
- Sound knowledge of business / bank terminology and departmental procedures
- High level of discretion required when dealing with confidential matters
- Highly organized and strong organizational know-how (structures, key, staff, etc.)
- Good interpersonal relations
- Excellent communication skills, both written and verbal in French and English

LI-AD1

Location(s): Canada : Quebec : Montreal

  • Administrative Assistant, Dynamic Funds

    7 months ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 197156 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Inside Sales Representative, Dynamic Funds

    2 weeks ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 154537 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Executive Assistant

    7 months ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    Administrative Assistant / Executive Assistant / Investments / Toronto / Quebec / Montreal_ Are you recognized as a dynamic, organized, and agile person? Would you like to evolve in a stimulating environment, strongly data-oriented, and have an impact on an entire team? We have a position for you! You will have to work closely with members of the...

  • Specialist, Customer Relations Centre

    4 months ago

    Montréal, QC, Canada Scotiabank Full time

    **Requisition ID**: 203244 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Coordinator, Sales

    7 months ago

    Montréal, Canada Lysander Funds Full time

    Job Title: Coordinator, Sales - Company: Lysander Funds Limited - Location: Montréal, QC Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their...

  • Executive Assistant to The President

    2 months ago

    Montréal, QC, Canada ZIM Full time

    Reporting directly to the President of ZIM Canada, the Executive Assistant provides comprehensive operational, analytical, and administrative support to the President as well as other members of the Canada Executive Team. The Executive Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the...

  • Executive Assistant

    4 months ago

    Montréal, QC, Canada National Bank of Canada Full time

    A career as an Executive Assistant with the National Bank Investments (NBI) team means acting as an expert in supporting two Vice Presidents and one Vice President in Wealth Management. With your excellent organizational skills, proficiency in various Office tools, and eagerness to learn, you will optimize time and help achieve business line...

  • Managing Director, Black Entrepreneurs Fund

    5 months ago

    Montréal, QC, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Executive Assistant

    4 months ago

    Montréal, QC, Canada Pomerleau Full time

    **_Ready to build your career? We want to hear from you._** As an Executive Assistant in the Building Operations team at Pomerleau Construction, you will play an essential role in providing comprehensive professional administrative support. Supporting our work in building large-scale building and infrastructure projects - ranging from $1.5 million to...

  • Executive Assistant

    4 months ago

    Montréal, QC, Canada Reel One Entertainment Full time

    Reel One Entertainment is a dynamic international television production and distribution company with offices in Montreal, Los Angeles and London. As part of part of Newen (TF1 Group) and A+E Networks, Reel One leads the way in the acquisition, financing, production and distribution of high-quality TV programming, being one of the largest suppliers in the...

  • Hedge Fund Accounting and Administration, Assistant

    7 months ago

    Montréal, Canada State Street Corporation Full time

    Hedge Fund Accounting and Administration, Assistant Vice President **Who we are looking for** The Hedge Fund Accounting and Administration, Assistant Vice President will be responsible for NAV delivery, client service, and oversight of global hedge accounting team. They will participate and/or lead various projects both client facing and internal....

  • Intern, Canada Growth Fund Investment Management

    4 months ago

    Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...

  • Head of Kunming Biodiversity Fund

    3 weeks ago

    Montréal, Canada United Nations Full time

    Org. Setting and Reporting - The United Nations Environment Programme (UNEP) is the leading global environmental authority that sets the global environmental agenda, promotes the coherent implementation of the environmental dimension of sustainable development within the United Nations system, and serves as an authoritative advocate for the global...

  • Hedge Fund Accounting and Administration, Assistant

    7 months ago

    Montréal, Canada State Street Full time

    Who we are looking for The Hedge Fund Accounting and Administration, Assistant Vice President will be responsible for NAV delivery, client service, and oversight of global hedge accounting team. They will participate and/or lead various projects both client facing and internal. Additionally, they will be involved in regulatory work, training, and annual...

  • Executive Assistant

    3 months ago

    Montréal, QC, Canada Les Casques Blancs Full time

    **ABOUT Les Casques Blancs / THE WHITE HELMETS** Les Casques Blancs (CB) is a not-for -profit organization based in Quebec, Canada. Its focus is to promote, develop and implement community-based, service-based, and recovery-oriented projects to improve the lives of civilians in conflict zones, particularly in Syria. It aims also to bolster the resilience of...

  • Analyst, Canada Growth Fund Investment Management

    3 months ago

    Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...

  • Operation Specialist

    7 months ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The aim of Global Business Service Unit (GBSU) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBSU differentiates itself from competitors with the pace of the agile transformation delivered, spreading the...

  • Analyst Funds Administration

    2 days ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: As an analyst on the National Bank Operations mutual fund accounting team, you’ll contribute to delivering a superior client experience by supporting colleagues and partners with our products, systems, and processes. Do you have good...

  • Executive Assistant

    2 days ago

    Montréal, Canada Cobalt Search Full time

    **Are you seeking a new opportunity where you can have a significant impact in a fast-paced high growth organisation?** **Are you motivated by enhancing your executive’s ability to succeed and drive the business forward?** Our client, an emerging innovator in the field of payment solutions, is seeking a highly skilled Executive Assistant to provide a...

  • Executive Assistant

    2 days ago

    Montréal, Canada Rizing Full time

    **Description**: Rizing, a Wipro Company, is a multi-million dollar international consultancy fully committed to providing leading SAP functional and technical services to our customers. Our Human Capital Management (HCM) division helps businesses across industries leverage SAP SuccessFactors® to solve holistic HR needs. We’re a one-stop shop to help...