Administrative/Clerical/Support – Page 5

Executive Administrator

Interior Savings is a locally based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you. Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Executive Administrator in our Kelowna Corporate Office. The Executive Administrator supports Interior Savings’ vision of sales & service excellence by providing a wide range of advanced level confidential support to the Executive team including scheduling appointments and developing written communications with minimal guidance.

With high attention to detail and accuracy you will be responsible for proofreading and/or editing management reports to ensure quality and adherence to standard format. You will also draft, consolidate, prepare, and distribute various Management Committee reports prior to meetings. You will prepare agendas, take minutes, and follow up on directives.

With professionalism, tact, and courtesy you file confidential regulatory information for the Credit Union within required timeframes. You develop and maintain strong relationships with the Management and the Executive team and provide executive assistance to members. You can work to tight deadlines and coordinate information from a variety of sources.

With the ability to multitask effectively, you assist with the coordination of corporate employee functions. You will also perform other duties as assigned.

REQUIRED QUALIFICATIONS

Education

High School diploma/grade 12, supplemented by completion of a recognized Executive Administrator program

Experience/Knowledge

4-6 years of job-related experience in an administrative environment
Familiarity with the Financial Institutions Act and Credit Union policies, restrictions and approval of procedures relating to FICOM
Dictation/shorthand or other transcription expertise and advanced skills in the presentation and dissemination of documentation, both in hard copy and by electronic means
Experience working with a Board of Directors

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Compliance Support Officer – Wealth

As part of the Innovation Wealth team, the Compliance Support Officer is responsible for providing support in investment-dealer related compliance duties, ensuring that staff always act in compliance with legislated national, provincial and corporate policies and procedures. This position will also be accountable for providing product training, sales support, Dataphile and knowledgeXchange support to applicable wealth representatives. How does one do this? Glad you asked!

The Compliance Support Officer does the following:

Key day-to-day contact for advisors regarding compliance related matters
Perform approval or new accounts and material changes to existing accounts
Performs daily and monthly reviews of advisor trading activity
Deal with compliance issues as identified, through to resolution and/or appropriate escalation
Follow up with advisors on missing documentation or information
Support Wealth Compliance Manager and acts as back-up during Manager absence
Support advisors with ongoing compliance education and training
Assist with compliance projects and initiatives as needed
Demonstrate acceptance and implementation of processes around new and existing regulatory standards on a proactive basis
Support in onboarding and training new mutual fund licensed specialists

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Executive Assistant – Temporary Full Time – Leave Coverage

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

Serving members is the primary purpose of our existence.
We provide exceptional, customized service.
We act with integrity and sincerity.
We never stop learning.
We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Executive Assistant to support our organization, CEO, Board of Directors, and our members. This is a temporary full-time position for leave coverage, with the opportunity to work remotely or in our office in Golden, BC.

Reporting directly to the CEO, the Executive Assistant is a member of the credit union management team, contributing to our success in achieving organizational goals. This role is primarily responsible for providing efficient and confidential administrative support to the CEO and Board of Directors, as well as performing other administrative duties related to the human resources and payroll functions of the credit union.

Some of the specific accountabilities of this role include:

Maintain the CEO’s calendar and appointments, applying diplomacy and good judgement in managing requests of the CEO’s time.
Ensure the confidentiality of privileged or sensitive materials related to the CEO office and the Board of Directors.
Prepare reports, correspondence and presentations for the CEO and Board of Directors.
Work closely with the CEO and Chair of the Board to prepare Board meeting agendas and maintain the Board’s annual calendar of activities, including the scheduling of Board and committee meetings.
Coordinate and plan the annual general meeting, strategic planning session(s), business planning meetings and other Board and branch-related activities as required.
Attend Board meetings, take minutes, and distribute minutes and meeting packages.
Coordinate travel and accommodations for Directors and track Board expenses.
Maintain all personnel records related to attendance, vacation pay, benefits accruals and payments, and provide administrative support for payroll purposes as needed.
Support the CEO with employee performance planning activities and other human resources initiatives, as well as ensuring human resources policies are kept up to date.
Perform other related duties as required.

Qualification and Skill Requirements:

We’re looking for someone with relevant post-secondary education and at least 5 years of related experience in a financial institution. An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

Sound knowledge of general office procedures, business machines, and computers, with proficiency in Word, Excel, and Microsoft Office products.
Ability to communicate effectively, both verbally and in writing, with experience in drafting correspondence, taking minutes, and writing reports.
Excellent interpersonal skills and the ability to interact with staff, members and Board of Directors in an effective and diplomatic manner.
Ability to type with reasonable speed and accuracy and to perform basic mathematical computations.
Strong organizational skills with the demonstrated ability to manage multiple priorities and meet deadlines.
Ability to make independent decisions, with sound judgement, and a willingness to learn.
Ability to maintain a positive and professional demeanor at all times, supporting and promoting changes within the organization.

Understanding of credit union operations, with a commitment to the credit union philosophy and vision.

The Reward

Chance to make a big impact in a small organization and contribute to the success and integrity of the business
Competitive compensation package and benefits program
Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Support Services Specialist – Forms

HE POSITION: The primary objective of Forms Specialist is to implement forms, workflows and efficiencies in a Microsoft environment across the Innovation Credit Union enterprise. How does one do this? Glad you asked!

A Support Services Specialist – Forms does the following:

Serve as a subject matter expert for form design for the intended uses by developing, maintaining and properly using forms for delivery of service to members while being the control point to ensure the ongoing integrity of the ongoing forms
Identify opportunities to improve, eliminate and consolidate form inventory across the enterprise, toward process efficiency, while remaining compliant with applicable legislation and regulations. This position also monitors legislative/regulatory requirements and ensure forms are developed and maintained to be compliant.
Deliver expertise and education on the form standards and requirements, ensuring the continuity of established form standards and change processes while working collectively with and serve as a control point for business owners; procedures owners the Compliance team and subject matter experts, to ensure established processes are followed for changes, updates and sunsetting of forms. This would include working closely with our SharePoint Administrators in the development and creation of workflow processes.

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Supervisor Centralized Services

Williams Lake and District Credit Union

Williams Lake, BC

Supervisor Centralized Services

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, people and service-focused leader to work in concert with the manager supervising the team and taking responsibility for projects.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Manager Accounting and Centralized Services as a hands-on member of the team with regular tasks and responsibilities you will supervise the team and take on a leadership role in all projects sponsored by the Manager.

The Centralized Services Department provides a variety of administrative support to our retail branches and our membership, including (but not limited to) loan administration and online banking support.

As the ideal candidate a High School Diploma is required with post-secondary education in Finance and/or Administration desired. Achievement of related designations through cuSource, CUIC, or other industry related education sources is preferred. possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, April 8, 2022, to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at

www.wldcu.coop.

Lending Clerk – Fulltime

At Raymore Credit Union, we think differently. As a financial co-operative, we’re guided and inspired by principles that aim to advance the well-being of our members and communities. We’re motivated to do more for them by deepening relationships and delivering a remarkable experience. As we undergo a positive transformation and work to build a stronger credit union, we count on our exceptional employees and their talent to get us there. We offer phenomenal benefits, life-work balance, and endless opportunities for you to be engaged and inspired at work and in your community. You’ll share our core value of putting people before profits and be guided by our vision of building a stronger community for everyone, every day. Our work environment is collaborative, progressive, and rewarding. You’ll be part of a team who shares your commitment, energy, and passion for delivering the most exceptional member experience. We can’t wait for you to join the better banking movement!

The Position
We’re looking for a Lending Clerk to join our team! This position is an essential part of our Retail team, which consists of 10 teammates and provides service to both our Raymore and Dysart branch locations.

How you’ll spend your time

Actively helping members with their everyday banking needs while delivering an exceptional member experience
Performing administration functions relating to loans including applications, documentation, credit investigations, electronic processes, as well as reconciling and reporting
Building relationships with members to understand their goals, and continually being on the lookout for new opportunities or solutions to improve their financial well-being
Demonstrating your knowledge of technology by educating members about online banking and our mobile lending services
On you… learning and spending time on personal development!

Who we’re looking for
We want you to be a part of our RCU team! We’re looking for someone that values:

Caring & Integrity – provides help to others and is respectful regardless of differences
Co-operation – works together to meet our values, and willing to put others’ needs ahead of their own when required
Leadership – encourage innovation and empowers others to be their best!
Commitment – no job is too big or too small – be reliable, dependable, and dedicated
Prosperity – always encouraging and working towards greater success
Communicating – clearly, honestly, and with positive intent

What you get in return

Life-work balance and rewards
Spectacular package of benefits that will be sure to knock your socks off
Meaningful work that really makes a difference in our members’ lives
Personal development opportunities
An organization that really treats you like family
A birthday cake on your birthday

Interested?
Apply now by sending your resume and cover letter to Ellen Phillips at ephillips@raymorecu.com.

Be sure to get your application in as this opportunity closes on Wednesday, March 9, 2022.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Executive Assistant

Executive Assistant – Burlington (Full-time)

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and accomplished administrative professional to support our President, Board of Directors and senior executives on a full-time permanent basis.

Do you have experience supporting a President and a Board of Directors and juggling several priorities in a day? Do you have a passion for service, a positive mindset and a keen eye for detail?

If so, this might be the role for you.

This exciting position will be based at our beautiful new corporate office in Burlington, Ontario – while a hybrid model is currently in place due to the present circumstances of the pandemic.

Your Work at a Glance

As an Executive Assistant at Tandia you will be a vital member of our team, supporting the President, our Board of Directors and our Senior Executives. As a highly organized and efficient support resource, you are dedicated to providing excellent service and administrative support – displaying a positive “can-do” attitude and acting with exemplary professionalism.

In this role you will apply your knowledge and experience providing administrative support to the President, including preparing correspondence and assist with assembling documents, reports and presentations as well as managing calendar appointments, organizing conference calls, meetings and more. You will also craft correspondence on the President’s behalf, develop reports with ease and apply your strong technical abilities on a daily basis – and if called upon, provide systems support to our executives.

As the primary resource supporting the Board of Directors and Senior Executives, your role will include planning and coordinating meetings for our Board of Directors and all Board Committees, preparing and distributing all meeting materials, taking minutes and managing confidential files and you will be counted on to meet all deadlines with ease. You will also be involved in event coordination, such as the planning of Tandia’s Annual General Meeting and other company events and assisting in other administrative support such as booking conferences or making travel arrangements for our executives.

In the role of Executive Assistant, we’ll rely on your expansive business knowledge and your expertise in the field of office administration to anticipate needs and plan proactively. We’ll also count on your professional and courteous approach in dealing with all members, co-workers, colleagues and external contacts.

We are looking for someone who:

Has completed a degree / diploma in a business-related field, or has equivalent work experience
Has a minimum of 3 to 5 years experience as an Executive Assistant, or in a senior Office Administration role
Has ideally worked with or supported a Board of Directors and has an understanding of Board processes and procedures including document preparation and minute-taking
Has a strong inclination toward details and can be thorough and well organized, and has proven ability to work independently and efficiently
Has excellent typing skills, calendar management experience and strong background in administrative support of multiple departments and functions including senior executives
Operates with a high degree of discretion and tact and can build trust by demonstrating the ability to handle confidential information and sensitive material
Can produce detailed reports and presentations with ease and is highly skilled at using Microsoft Excel, Word, Powerpoint, Outlook, Teams and other Microsoft Office products on a daily basis; is comfortable with learning new technology and software applications
Is an accomplished communicator, skilled at both verbal and written communication and is able to interact with internal and external stakeholders at all levels through multiple means of communication – by phone, email, web-based meetings and in person while developing and maintaining strong relationships
Is comfortable working full-time hours and with deadline and time constraints with an understanding that hours of work may extend beyond the normal work week
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Continue reading “Executive Assistant”

People Development Coordinator

Temporary Full-time (approx. 1 year)
Closes February 17
Open to any Advice Centre Location
Annual Salary $46,470 – $58,087

Would you like to earn above average pay, maintain a strong work life balance, a flexible schedule and have the security of a career-path supported by your organization? We offer that and so much more.

THE COMPANY: Our purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now That’s Responsible Banking!

Click the link below to see what Innovation Credit Union is all about! Trust me, you are going to want to learn more about us!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the VP, People and Development, this position would appeal to those interested in working as a key part of the Human Resources team to provide assistance within the coordination of development programs, assembling and composing information, report building, and coordinating and communicating within the People Division team. How does one do this? Glad you asked!

The People Development Coordinator does the following:

Provide support to PD team members and employees, address employee questions/inquiries related to PD practices, procedures and programs
Be active in the employee recruitment process including short listing, prescreening, and interviewing of candidates
Responsible for the administration of the hiring process including job offers, references and security checks, proper onboarding and other related documentation
Maintain a variety of records related to HR activities, provide reporting and commentary on a monthly, quarterly and ad hoc basis
Maintenance and security of personnel records in accordance with guidelines set by Revenue Canada, ensuring confidentiality of employee files by following security procedures

Why should you apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have strong attention to detail and time management skills to support a fast-moving team
Completion of an HR/Business/Behavioral Sciences Diploma or related program
1-3 years of Human Resources Development experience (or an equivalent combination of education and experience)
Chartered Professional in Human Resources designation would be considered an asset
Have a strong understanding of the Microsoft environment, workflows, and file management

Senior Administrator, National Consulting

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit, as well as providing a wide range of products and services to maintain credit union leadership in the marketplace.

Senior Administrator – Term to December 31, 2022

We have an exciting opportunity for an efficient, organized, detail oriented administrative professional who will provide day-to-day administration and office support to our National Consulting Team.

The Job

Working to support a group of cross-functional teams you will perform advanced administrative functions to support the delivery of products, services and programs that contribute to the operational success of credit unions. In this position, you will oversee proposals and other materials that are distributed to clients. You will manage document control for forms and administer credit union facing content on multiple websites. You will lead the marketing and promotions of training workshops and courses to credit unions. You will arrange logistics and preparation for meetings, webinars, events and training, while managing client billing and invoice payments to ensure that monthly and annual billings are processed in an accurate and timely manner. Building and maintaining strong working relationships with team members, credit unions and other external stakeholders is critical for this position.

The Candidate

The ideal candidate will have post-secondary education in office administration and/or three years administrative experience. You will be proficient in Microsoft Excel, Word, Outlook and Adobe Acrobat DC. Familiarity with BaseCamp, Qualtrics and GoToTraining (Citrix) is an asset.

You will have excellent interpersonal skills and an ability to take the initiative; working well both independently or collaboratively within a team. You will possess strong verbal and written communication skills and exceptional organizational skills. You will have a keen eye for detail and will effectively manage your time in order to meet tight deadlines. Knowledge or experience in the credit union system is an asset.

Please include in your cover letter examples of how you meet the qualifications for this position. Interested applicants should submit a resume in confidence by February 18, 2022 to Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Please be advised that SaskCentral will be using virtual methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

Loan Administrator

Entered: January 11, 2022
NIVERVILLE CREDIT UNION

Loan Administrator

Niverville Credit Union, with branches in Niverville, Steinbach and Landmark serves over 9,000 members and has over $400 million in assets under administration. We have a staff compliment of over 40 employees spread over 3 Branches.

The position is full-time, located primarily out of the Niverville Branch.

The Position:

We are seeking a team player with a strong service focus, a high level of work accuracy and an ability to offer products and services to assist members in meeting their financial goals.

The Loans Administrator Position performs a variety of administrative functions associated with the setup and maintenance of Consumer, Residential, Commercial and Agricultural credit files. Responsibilities include the delivery of exceptional member service by providing administrative support to both Account Managers and Consumer Lenders while interfacing with members on various services. This also includes preparing and verifying documentation, security registration, keying information into the applicable software and banking systems, including any other duties as assigned. Finally, an important role in this position includes ensuring all lending activities are in compliance with legislation, regulations, policies and procedures.

Qualifications:

High School or 3 years of job-related experience or an equivalent combination of education and experience of which 2 years involve administration experience,
Business Administration Certificate would be an asset,
Knowledge of Legislation; including the Credit Union Act asset,
Practical knowledge and experience in Administration, Lending, and Customer Service Excellence,
Working understanding of Credit Union services, philosophies and principles.

What do we offer?

A welcoming and friendly team-oriented culture,
Competitive salary,
And a comprehensive benefits package.

Please forward your resume and cover letter by Monday, January 31, 2022:

Rosemary Johnston, Supervisor, Loan Administration
Niverville Credit Union
62 Main Street
Niverville, MB R0A 1E0

Fax: 204.388.9970

Email: rosemary.johnston@nivervillecu.mb.ca

We would like to thank all Candidates for their interest; however only those considered for an interview will be contacted.