Branch Administrator

Salary Range: $65-70k
Employment Type: Permanent Full-time
Job Industry : Banking and Investment Management
Job Category: Administrative and Office Support | Banking and Asset Management
Posted on: May 14, 2018

Our client, an investment management firm located downtown requires a Branch Administrator to assist the Assistant Branch Manager (ABM) and Branch Manager (BM) to ensure the office is managed efficiently & effectively.  The BA is responsible for all day to day branch operations, providing operational and administrative support to BM/ABM, Financial Advisors and Sales Assistants, a leadership role for all branch support staff, and acting as liaison between the branch and home/back office.

• Support  National  Sales/Private  Client  Group  Admin/Head  Office  campaigns  and initiatives
• Expense management
• Branch profitability
• Support the BM/ABM in maintaining customer service standards and effective office management
• Act as liaison with internal departments and external vendors/suppliers on behalf of the branch
• Act   as   Branch   reference   regarding   operational   policy/procedures,   workstation applications and tech issues
• Be knowledgeable of and comply with company and Industry Codes of Conduct and with securities laws and regulations
• Ensure all internal audit and controls are adhered to regarding cheque disbursements and deposits, securities receipt and withdrawals
• Handle and assist with all premises issues
• Participate in training opportunities to remain up-to-date on skills, knowledge, policies and
• processes
• Share knowledge with peers and staff and call upon others’ knowledge and experience as
• required
• Ensure all policy, procedure & compliance notices are communicated to branch staff and a copy maintained on file for audit purposes
• Provide guidance to branch staff on new employee documentation, benefits and payroll issues, liaising with Human Resources and Finance Department as required
• Provide training and on-site support to Branch staff as required

• 3-5 years in the Investment Brokerage or Financial Services Industry
• Diploma or degree or an equivalent combination of experience education, and/or training
• Successful completion of the Canadian Securities Course as well as the Conduct and
• Practices Handbook
• Previous Supervisory or Management experience is an asset
• Excellent written and verbal communication skills
• Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion
• Excellent proficiency with MS Word, Excel, Outlook
• Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
• Ability to effectively manage time

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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