Scotiamcleod Branch Administrator

3 weeks ago

Montréal, Canada Scotiabank Full time

Requisition ID: 157488

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Purpose of Job:
In partnership with the Branch Manager, the Branch Administrator is responsible for contributing to the overall success of the branch by ensuring a high level of client service achieved by effective operations and administrative efficiencies. Additionally, the BA provides administrative support to the producing Branch Manager or another Advisor Team.

Major Accountabilities:
1. Manage all branch support staff by:

- Providing on-going coaching and employee development, performance management, guidance, motivation and support
- Resolving employee issues and working with Employee Relations as required
- Providing ongoing employee recognition by recognizing and rewarding success
- Resolving issues/negotiating compromises between staff and Advisor or other team members
- Finalizing annual objectives and employee development plans
- Planning and facilitating support staff meetings
- Building a culture of high performance and continuous improvement
- Coordinating the set-up, on-boarding and training of new support staff
- Maintaining all HR administration and employee records
- Working with staff to escalate issue with back office

2. Manage the quality and efficiency of branch operations by:

- Ensuring the cage operations run smoothly
- Working to resolve any system issues that have been escalated by Branch Systems Administrator
- Working with the BM on the departure of an Advisor
- Co-ordinating the set up and on-boarding of new Advisors
- Liaising with Head Office/Regional Office regarding new initiatives
- Administer the branch (house) client accounts

3. Management of New Issues by:

- Distributing branch allocations to Advisors
- Monitoring the Branch new issue/BOT position

4. Manage and implement procedures to ensure compliance with corporate policies and industry regulatory bodies by:

- Ensuring branch adherence to privacy and anti-money laundering requirements
- Maintaining all branch compliance files
- Approving trade corrections
- Effectively communicating policies, procedures, new systems, new initiatives and organizational changes
- Acting as the branch contact for internal audit
- Monitoring the Continuing Education requirements for all licensed staff

5. Supporting Branch Manager with Branch expense management by:

- Conducting Financial Information System (FIS) queries on various expenses
- Managing all branch expenses (eg. Supplies, etc)
- Reviewing monthly branch reports (Staffing Spreadsheets, FIS, T-One, Dashboard )

6. In partnership with the Branch Manager, provide strong team leadership to motivate and develop individual and team performance by:

- Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
- Exhibiting an ability to listen, negotiate and communicate goals
- Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism and service excellence
- Ensuring the performance management process is in place and employee development is a priority for all employees on the team
- Assisting in optimum functioning of the team
- Providing advice and support on HR related issues
- Regularly scheduling one-on-one coaching with direct reports
- Identifying and supporting training and developmental needs of team members
- Managing staffing requirements and departmental workloads
- Participate in all monthly calls (BM Call, BA Call, National Support Call)

7. Administrative support for producing Branch Manager (or another Advisor team in branch)

**Education**:

- Excellent written and verbal communication skills
- Strong management skills
- Strong interpersonal skills when interacting with both staff and external clients
- Knowledge of Microsoft systems: Word, Excel and PowerPoint
- Previous industry experience
- Post Secondary Education
- Minimum 5 years in the Investment Industry
- IR Licensing (completion of CSC, CPH and IRT)
- Previous experience in a Support Staff position preferred
- Some supervisory experience

Location(s): Canada : Quebec : Montreal

S

  • Scotiamcleod Branch Administrator/assistant Branch

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 195293 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    4 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 150861 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Investment Associate

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 173922 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Admin Assistant- Branch Administrator

    1 week ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The legendary customer experience is paramount to everything we do at TD and to achieve the same, our executives seek out and rely on exceptional administrative and executive assistance support. Our administrative and executive...

  • Associé en Investissement

    1 week ago

    Montréal, Canada Scotiabank Full time

    Numéro de la demande: 173922 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Associate Investment Advisor

    2 weeks ago

    Montréal, QC, Canada Scotiabank Full time

    Join the Global Community of Scotiabankers to help customers become financially better off. Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work...

  • Assistant Branch Manager

    6 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable...

  • Branch Supervision Administrator

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements. - Acts as a designee on supervision objectives for the branch. - Provides ongoing supervision education to assigned branch / portfolio. - Provides support and guidance to branch...

  • Assistant Branch Manager

    6 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable...

  • Branch Manager, Quadrus Investment Services

    4 weeks ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a Branch manager for Quadrus investment services Ltd The role of branch manager is to ensure that the mutual fund trading activities performed by investment representatives (sales representatives), office administrative staff and anyone else associated with the branch office are compliant with securities regulations,...

  • Branch Manager

    3 weeks ago

    Montréal, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Personal banking A career in management at National Bank means participating in the smooth running of your branch and ensuring daily listening and coaching. As Branch Manager, you are responsible for supporting and assisting the employees under your management in order to implement the Bank's strategic vision, while allowing your team to...

  • Assistant Branch Manager Trainee

    4 days ago

    Montréal, Canada TD Bank Full time

    409581BR Retail Banking - Financial Services Saint-jerome, QC May 16, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Bilingual Branch Floater

    4 weeks ago

    Montréal, Canada Chit Chats Full time

    **Company Description** Chit Chats' vision is to help Canadians deliver their goods to the world with postage at unbelievable prices. We are a fast growing entrepreneurial company making a huge impact to Canadian entrepreneurs and businesses. As ecommerce removes borders, we don’t want high Canadian postal rates to be a barrier to world commerce. We aim to...

  • Assistant Branch Manager Trainee

    4 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Assistant Branch Manager, Trainee

    4 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable...

  • Associé Principal, Planification Financière

    4 weeks ago

    Montréal, Canada Banque Scotia Full time

    19 avril 2023 Industries Banques, Assurances, Services financiers Catégories Gestion, Administration, Valeurs mobilières, Gestion de portefeuille Montreal, QC - Temps plein **Numéro de la demande**: 168285 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses...

  • Associé Principal, Planification Financière

    4 weeks ago

    Montréal, Canada Banque Scotia Full time

    23 février 2023 Industries Banques, Assurances, Services financiers Catégories Gestion, Administration, Valeurs mobilières, Gestion de portefeuille Montreal, QC - Temps plein **Numéro de la demande**: 168285 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à...

  • Bilingual Administrative Assistant

    7 days ago

    Montréal, QC, Canada EightSix Network Inc Full time

    We are seeking a detail-oriented Administrative Assistant to provide essential support to our client's department, Branch, and Board of Directors. The successful candidate will play a crucial role in maintaining efficient administrative processes and facilitating smooth operations within our organization. If you are proactive, organized, and thrive in a...

  • Administrateur de Succursales Et Directeur-adjoint

    6 days ago

    Montréal, Canada Banque Scotia Full time

    Numéro de la demande: 195293 ScotiaMcLeod, l’un des piliers de Gestion de patrimoine ScotiaMD, a acquis sa réputation d’intégrité grâce à son excellent service et à ses conseils avisés en matière de placement. Nos conseillers et nos équipes se targuent d’explorer des approches innovantes pour protéger et faire fructifier les actifs de leurs...

  • Administration Assistant

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...