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Are you ready to build a career with one of Canada's leading wealth management firm in the heart of downtown Montreal? We are partnering with a prominent Canadian wealth management leader to recruit an experienced Branch Administrator for their high-performing, and advisor-focused culture. Our client combines a personalized business approach with remarkable results, operating offices across the country. If you are a bilingual, organized, proactive and motivated professional with experience in the financial sector, we would love to connect with you.
Job Responsibility:
Implement directives and initiatives of Head Office to ensure branch efficiencies and management
Enforce the implementation of company policies, programs and processes to ensure positive team and client experience
Provide basic technology support to new teams and employees and liaise with IT Support as needed
Supervise support staff and conduct monthly meetings to ensure they are aware of any updates that affect their role/business
Share knowledge and any relevant industry news with branch staff
Identify training needs and implement solutions to fill gaps by using tools and head office support
Coordinate and deliver onboarding training to new hires and provide ongoing training support for existing employees
Act as sales assistant / associate to advisory teams, as needed and upon request
Ensure operational controls are being adhered to
Attend seminars and professional development courses to stay abreast of industry changes
Support advisors in the fair management and professional development of team members
Provide HR guidance to teams (e.g, new hire, disciplinary measures, terminations, benefits, and payroll, etc.)
Play a role in ensuring projects and initiatives go through proper change management
Support branch culture, promoting collaboration and respect, where team opinion/feedback are valued and considered
Requirements:
5 to 10 years’ experience in the financial sector
IR License required
Excellent oral and written fluency in both English and French
Proven experience as a Branch Administrator for a medium to large branch
In-depth expertise with technology platforms and the ability to provide basic tech support to the team
Strong operational efficiency, organizational skills, and the ability to prioritize tasks and multitask effectively
Ability to work efficiently under pressure and demonstrate professionalism in a fast-paced, dynamic environment
High degree of autonomy, initiative, and attention to detail
Excellent telephone and email etiquette, providing top-tier customer service to both internal and external clients
Current knowledge of compliance issues as published in internal company bulletins
What we offer:
3 weeks vacation
2 personal days and 2 floating holidays
Unlimited sick days
Comprehensive health insurance package, with the majority of premiums subsidized by the company, from day 1
Monday-Friday schedule, 100% in-office work
Additional lifestyle and health spending account
RRSP matching
Be part of an entrepreneurial, high-performing, and advisor-focused culture
Work in a collaborative and positive branch environment where feedback is valued
Opportunity to attend seminars and professional development courses to stay current with industry changes
Work alongside some of Canada's most reputable investment advisors