<p>Our client is a well known Real Estate Development firm in Vancouver BC. They are currently hiring for a Senior Executive Assistant.</p><p><br></p><p>The Executive Assistant provides high-level support to the President and Owner(s). This position demonstrates a strong ability to be organized and professional and plays a critical role in ensuring a high level of communication within the Company on behalf of the President and Owners.</p><p><br></p><p><strong>Position Responsibilities</strong></p><p><br></p><p>• Maintain the President’s calendar, including scheduling meetings and conference calls, and all preparation of meeting materials and related tasks.</p><p>• Compose and/or prepare presentations, brochures, memorandums, correspondence and reports on behalf of the President by identifying required information, researching background information, and gathering it from appropriate sources.</p><p>• Coordinate travel arrangements for the President, the Owners, and other executives as required, including preparation and submitting of expenses.</p><p>• Document and manage meeting outcomes as required.</p><p>• Liaise with the Executive team and external agencies on key and emerging priorities.</p><p>• Receive and screen information, visitors, and phone calls using judgement of sensitivity to the President’s priorities.</p><p>• Provide information and refer callers to other appropriate individuals if matters can be responded to elsewhere.</p><p>• Plan events and large meetings, including appropriate layout of rooms, seating arrangements, dinner menus, invitations, etc.</p><p>• Assist shareholders with charitable and community outreach event planning and donations.</p><p>• Arrange and distribute materials for scheduled management meetings.</p><p>• Process invoices, expense reports, corporate credit card expenses, and cheque requisitions.</p><p>• Personal tasks as required including booking family vacations, research and/or resourcing.</p><p>• Various other duties and responsibilities as assigned.</p><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team on a long-term contract basis in North York, Ontario. In this role, you will play a key part in delivering excellent service to applicants, ensuring their inquiries are addressed with attention to detail and efficiency. This position offers an opportunity to work in a collaborative environment within the detail-oriented services industry.<br><br>Responsibilities:<br>• Respond to applicant inquiries with attention to detail and provide clear guidance and support.<br>• Communicate updates to applicants regarding file statuses, submission deadlines, and any changes or closures.<br>• Review applicant documents for completeness and request additional materials when necessary.<br>• Verify submitted documentation to ensure it meets established standards and requirements for further processing.<br>• Perform accurate data entry to maintain detailed and confidential applicant records.<br>• Collaborate with team members to ensure consistency in processes and adherence to organizational standards.<br>• Provide proactive feedback to address any issues that arise during the application process.<br>• Uphold confidentiality and exercise sound judgment when handling sensitive information.<br>• Utilize the registration database to manage applicant files effectively.
<p><strong>Client Operations Specialist</strong></p><p><strong>Toronto, ON | Hybrid (4x a week in office)</strong></p><p><strong>Base salary: $70,000-$80,000</strong></p><p><strong>The Opportunity</strong></p><p>Our client, a growing and well-established investment management firm, is seeking a <strong>Client Operations Specialist</strong> to join their team. This role plays a critical part in supporting the full client lifecycle, ensuring seamless execution of account activity, operational accuracy, and regulatory compliance.</p><p>You will act as a key liaison across Client Relations, Portfolio Management, custodians, and internal teams, helping to deliver a high-touch client experience while maintaining strong operational controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day client account operations including deposits, withdrawals, transfers, and account updates</li><li>Coordinate incoming/outgoing asset transfers, account closures, and client offboarding processes</li><li>Administer fee structures, including setup, adjustments, and account closing fees</li><li>Set up and maintain recurring payment schedules (e.g., RRIF/LIF distributions)</li><li>Monitor account liquidity and partner with trading teams to support cash requirements</li><li>Maintain accurate client records and distribution lists to support reporting and communications</li><li>Assist in the preparation and delivery of client reporting, including statements and tax documentation</li><li>Support onboarding, KYC/AML updates, and ongoing regulatory documentation requirements</li><li>Liaise with custodians and internal stakeholders to resolve operational inquiries and ensure timely execution</li><li>Identify opportunities to enhance processes, controls, and overall operational efficiency</li></ul>
We are looking for a dedicated Customer Service Representative to join our team in Thornhill, Ontario. This is a Contract position with the possibility of becoming permanent, offering an excellent opportunity to contribute to meaningful work while growing your skills. The initial term is three months, with the potential for extension based on performance and business needs.<br><br>Responsibilities:<br>• Draft and manage various forms and correspondence related to claims files, including letters to members, third-party reports, and consent forms for police report requests.<br>• Process payments on claims, such as appraisal fees, glass repair invoices, and police report fees.<br>• Assist the Total Loss team by preparing and dispatching Proof of Loss documents to facilitate claim settlements.<br>• Request official reports, including police and fire incident reports, to support claims investigations.<br>• Coordinate the dispatch of property damage claim files to legal representatives as required.<br>• Organize, sort, and distribute incoming correspondence efficiently.<br>• Make outbound calls to members to gather initial details for new claims reported after-hours or online.<br>• Respond to inbound calls as needed, ensuring callers are directed to the appropriate department based on their needs.
