Branch Assistant

3 weeks ago


Victoria, Canada Raymond James Financial Full time

**Branch Assistant**
- 2300253

**Job Summary**

The primary role of Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

**Essential Duties and Responsibilities**
- Greet and assist visiting clients and guests;
- Cover reception and respond to general inquiries, both in person and on the phone;
- Handle and correctly escalate urgent incoming client calls;
- Receive and process all cheques/banking;
- Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
- Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
- Maintain cleanliness of common areas and office supplies & equipment;
- Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
- Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
- Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
- Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media;
- Support the Branch Administrator & Branch Manager with general office administration; and
- Other duties as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**
- Fundemental investment concepts, practices, and procedures used in the securities industry.

**Skill in**
- Time management with the ability to prioritize, multitask, and work within time constraints; and
- Problem solving.
- Canva

**Ability to**
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Assist others with flexibility and willingness as required;
- Work independently as well as collaboratively within a team environment;
- Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
- Exercise tact and discretion in the handling of confidential information; and
- Communicate proficiently in French is an asset.

**Educational/Previous Experience Requirements**
- A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry (preferred).
- 1 year of Branch Assistant Experience (preferred)

**Licenses/Certifications**
- Completion of the Canadian Security Course (CSC) and the Conduct and Practices Handbook (CPH) is an asset.

**Job** Administrative & Support Services

**Primary Location** CA-BC-Victoria-Victoria

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time


  • Branch Assistant

    3 weeks ago


    Victoria, Canada Raymond James Ltd Full time

    **Job Summary** The primary role of Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. **Essential Duties and Responsibilities** - Greet and assist...

  • Branch Assistant

    6 days ago


    Victoria, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Branch Assistant

    6 days ago


    Victoria, Canada CIBC Full time $47,420 - $59,740

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who...


  • Victoria, Canada Westland Insurance Ltd. Full time

    We’re searching for an Assistant Branch Manager. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager in Victoria, BC at our Uptown office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...


  • Victoria, Canada BMO Financial Group Full time

    Address: 3451 Saanich Road Job Family Group: Retail Banking Sales & Service Join and lead a buzzing team who are serving communities with terrific service and providing outstanding banking solutions to help clients make real financial progress and achieve above standard service and branch sales results! **LOCATIONS**:Saanich & Oak & Royal Oak Branches As...


  • Victoria, Canada Westland Insurance Ltd. Full time

    We’re searching for an Assistant Branch Manager. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager in Victoria, BC at our Uptown office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...


  • Victoria, Canada TD Bank Full time

    **Assistant Branch Manager II**: - 415595BR **Job Category - Primary** - Retail Banking - Management **Work Location** - 3675 Shelbourne Street **Employment Type** - Regular **City** - Victoria **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At...

  • Branch Manager

    6 days ago


    Victoria, Canada First Onsite Full time

    We know that we owe our success to our amazing team. This is why we offer **top wages, excellent benefits**, and a **great work/life balance**. Here at First Onsite, **we work hard but also take the time to have fun**. If you are as serious about your work as you are about **enjoying the people you work with**, we want to hear from you! **A Day in the Life...


  • Victoria, Canada E.B. Horsman & Son Full time

    **About the Team** E.B. Horsman & Son (EBH) has been in business since 1900. We are strong, nimble and growing! EBH is proud to be a successful Western Canadian electrical distributor with 20+ locations throughout BC, Alberta, and Saskatchewan, and we are consistently recognized as one of Canada's Best Managed companies. We take pride in living by our core...

  • Branch Manager

    2 months ago


    Victoria, Canada Pro-Line Building Materials Full time

    Job description **Branch Manager: Pro-Line Construction Materials Ltd.** Pro-Line Construction Materials Ltd. is a proud supplier of insulation, roofing, water proofing and wall systems in both the commercial and residential markets. We have grown steadily over the past two decades because of our competitive pricing, superior customer service and lasting...

  • Branch Manager

    7 days ago


    Victoria, Canada Ken's Roofing Supplies Full time

    Ken’s Roofing Supplies is looking for an experienced manager to help oversee our growing business. We’re a locally owned and family operated business with 2 branches on lower Vancouver Island. We serve both retail and contractor sales in roofing supplies distribution and sheet metal fabrication. We run specialty built crane and disposal bin trucks to get...

  • Branch Administrator

    7 months ago


    Victoria, Canada AFD Petroleum Ltd. Full time

    **Is this you?**: You are a detail-oriented individual that enjoys working with a variety of teams and providing support to different departments. You can provide high quality customers while building relationships and supporting the integration of strategic plans with the direction of your manager. **The Challenge**: This position is NOT just for anyone....


  • Victoria, Canada Grainger Full time

    **Work Location Type**:Onsite** As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. We’re dedicated to providing value for...


  • Victoria, Canada TK Elevator Canada Ltd Full time

    TK Elevator is one of the world’s leading elevator companies with unique engineering capabilities. Our innovative, efficient and reliable vertical transportation systems have been moving people in Canada for nearly half a century. Our capabilities include high-quality, customer-focused service as well as individual maintenance and modernization packages....


  • Victoria, Canada Grainger Full time

    **Work Location Type**:Onsite** As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. We’re dedicated to providing value for...


  • Victoria, Canada Grainger Full time

    **Work Location Type**:Onsite** As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. We’re dedicated to providing value for...


  • Victoria, Canada VitalAire Canada Inc Full time

    Respiratory Homecare Solutions (RHS Canada) is an accredited, Canadian health care company that delivers premium health care services to treat sleep apnea and oxygen patients. RHS offers patient education, sleep apnea testing, CPAP treatment, long-term support and home oxygen therapy. We strive to exceed expectations and support our patients to change their...


  • Victoria, Canada Pro-Line Building Materials Full time

    Pro-Line Construction Materials Ltd. is a leading Roofing, Insulation and Waterproofing Distribution Company based in Surrey British Columbia. We are comprised of a very hard-working and dedicated team of individuals across 8 branches in both British Columbia and Alberta with strong aspirations of growth in the future. Pro-line Employees pride themselves on...


  • Victoria, Canada Pro-Line Building Materials Full time

    Pro-Line Construction Materials Ltd. is a leading Roofing, Insulation and Waterproofing Distribution Company based in Surrey British Columbia. We are comprised of a very hard-working and dedicated team of individuals across 8 branches in both British Columbia and Alberta with strong aspirations of growth in the future. Pro-line Employees pride themselves on...

  • Branch Manager

    2 months ago


    Victoria, Canada Roofmart Full time

    Fantastic Opportunity to Be Part of a Great Team! Roofmart, Canada’s National distributor for Exterior Building Supply for Roofing, Siding, Metal and Building Envelope. With over 50 Roofmart locations across Canada, we are strategically positioned to handle all our customer needs. We are looking for Enthusiastic, Driven, Outside of the Box Thinkers to...