Sr. Branch Operations Administrator, Private Wealth (Contract)

Role overview

Key responsibilities

• Build client rapport and credibility as a branch or regional team member; provide compliance guidance and education to branch staff.
• Coordinate strategic initiatives and track metrics and milestones; build stakeholder relationships and ensure alignment.
• Monitor performance, address issues, and create regular and ad hoc reports and dashboards.
• Develop communications plans and tailored messaging to influence or change behaviour.
• Identify, report, manage, and escalate compliance issues and discrepancies according to guidelines.
• Support branch management with operational and regulatory compliance, including reviews of reports and client account documentation.
• Maintain files relating to client complaints, hold-mail accounts, insider clients, outside business activities, non-approved option trades, and pledge accounts.
• Provide financial and transactional processing, account processing and documentation, compliance processing, reporting, and related administrative support.
• Follow risk, compliance, legal, and ethical requirements to safeguard customer assets and privacy and protect the bank.

Qualifications

• Typically 3–5 years of relevant experience and a related post-secondary degree, or an equivalent combination of education and experience.
• Specialized knowledge from education and/or business experience.
• In-depth verbal and written communication, collaboration, analytical and problem-solving, and influence skills.

Compensation

• The stated salary range is $45,000–$100,000, with pay type listed as salaried.
• Compensation may vary by location, skills, experience, education, and qualifications.

Benefits

• Benefits may include health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, incentives, bonuses, and other rewards.