Branch Administrator

Position summary

Key responsibilities

• Handle branch operational policies, procedures, and administrative support for advisors and staff.
• Coordinate documentation, payroll and HR forms, expenses, tuition approvals, and branding requests; liaise with departments and vendors.
• Onboard and train support staff; coordinate branch events and facilitate staff meetings.
• Communicate updates from national administrator calls and lead Sales Assistant meetings.
• Maintain records, reports, and operational controls; stay current on policies and industry requirements.
• Provide backup reception and assist with cheque processing, printing, and deposits; complete assigned projects.

Qualifications

• Knowledge of investment concepts and securities industry practices and procedures.
• Proficiency in Microsoft Office and ability to learn new applications.
• Client service, decision-making, problem-solving, attention to detail, flexibility, and discretion with confidential information.
• Three to five years of investment brokerage or financial services experience.
• Diploma or degree, or an equivalent combination of experience, education, and training.
• An IR license, or willingness to complete it within 12 months of hire, is required.

Preferred experience

• Previous supervisory or management experience is an asset.

Compensation and benefits

• Salary range is $60,000–$75,000 annually, plus performance bonuses or incentives.
• Benefits may include health benefits, RRSP matching, employee stock purchase, paid time off, volunteer days, and tuition reimbursement.

Employment status

• The posting states full-time, permanent employment.