Branch Administrator

Position summary

Key responsibilities

• Provide operational policy, procedure, and administrative support to advisors and support staff; liaise with internal departments and vendors.
• Process branch documentation, payroll and HR forms, expenses, tuition approvals, and branding requests.
• Onboard and train support staff; coordinate branch events and facilitate staff meetings.
• Share updates from national administrator calls and lead bi-monthly Sales Assistant meetings.
• Maintain records, reports, and operational controls; stay current on requirements and share best practices.
• Provide backup reception and assist with cheque processing, printing, deposits, and special projects.

Qualifications

• Knowledge of investment concepts, practices, and procedures in the securities industry.
• Proficiency in Microsoft Office and ability to learn new applications; strong client service, decision-making, and problem-solving.
• Able to meet deadlines in a high-volume environment with attention to detail, flexibility, tact, and discretion.
• Three to five years of investment brokerage or financial services experience.
• Diploma or degree, or equivalent combination of experience, education, and training.
• Previous supervisory or management experience is an asset.
• IR licensed or willing to complete within 12 months of hire.

Salary

• Salary range is $60,000–$80,000 annually, plus performance bonuses or incentives.

Schedule

• Full-time, permanent position.

Benefits

• Eligible associates may receive health benefits, RRSP matching, employee stock purchase plan, paid time off, volunteer days, tuition reimbursement, and other benefits.