Branch Administrator (18 month contract)

Total Applicants: 0

Position Overview
The Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to the Branch Manager and Investment Advisor teams in the branches. In addition, to managing client account activities and ensuring compliance standards are met, the Branch Administrator fulfils a diverse role which includes managing branch staff, liaising with internal departments, providing software and process related training, supporting human resources functions such as recruitment and employee relations and managing branch facilities and equipment.
Duties & Responsibilities
Implement Branch Manager’s directives and ensure branches are efficiently and effectively managed
Tier 1 Supervision including review and follow-up of all transactions in accordance with company policies and procedures and IIROC regulations
Oversee and manage daily branch operations and administration including office equipment maintenance and supplies
Coordinate office functions and client events
Maintain personnel files and provide Human Resources documentation where required
Assist Branch Manager in maintaining customer service standards
Implement policies and procedures as required by Head Office
Communicate operational and compliance processes
Ensure that new teams receive the support they need and that transitions are done professionally and smoothly
Supervise support staff and conduct meetings
Assist with interviewing, hiring and training assistants
Participate in bi-weekly Branch Administrator meetings via WebEx
Skills & Qualifications
Proficient in English, oral and written
Canadian Securities Course and Conduct and Practice Handbook Course completed, IIROC licensed
Minimum 3 years experience in a full service brokerage industry
Minimum 3 years as a licensed Sales Assistant
Strong organizational and management skills
Communication and problem solving skills
Ability to work efficiently, multitask and maintain professionalism in high pressure environments


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