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Branch Administrator

4 weeks ago

Waterloo, Canada Raymond James Financial, Inc. Full time

**Branch Administrator**
- 2403917
- At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**_Branch Administrator_**

**How does the role impact the organization?**

The primary role of the Branch Administrator is to assist the Branch Manager (BM) and Assistant Branch Manager (ABM) to ensure the Raymond James office is managed efficiently & effectively.

**What is the position responsible for?**
- Be the key point of contact for support staff and advisors regarding operations or administrative tasks within the branch;
- Facilitate documentation including overrides, payroll forms, MAC forms, employee expense forms, tuition approvals, branch expenses and branch branding;
- Prepare and execute regular meetings for support staff;
- Coordinate the Performance Evaluation process;
- Assist BM/ABM in overall profitability of the branch;
- Participate in training opportunities to remain up-to-date on skills, knowledge, policies and processes and share knowledge with peers and staff and call upon others’ knowledge and experience as required; and
- Liaison with internal departments and external vendors/suppliers on behalf of the branch including Human Resources, Payroll and Finance.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**
- Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
- Client service, decision making, and problem solving;
- 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;
- Exercise tact and discretion in the handling of confidential information; and
- Communicate proficiently in French is an asset.

**Educational/Previous Experience Requirements**
- 3-5 years in the Investment Brokerage or Financial Services Industry;
- Diploma or degree or an equivalent combination of experience, education, and/or training; and
- Previous supervisory or management experience is an asset.

**Licenses/Certifications**
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) or willingness to complete within 12 months of hire

**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Job** Administrative & Support Services

**Primary Location** CA-ON-Waterloo-Waterloo

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time