Front Desk Branch Administrator

4 months ago

Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

The Branch Administrator is responsible for a wide variety of administrative duties supporting the Desjardins Financial Security Branch and its brokers. Responsibilities include coordinating and communicating branch activities, processing branch paperwork and keeping immaculate records.

Core Competencies
- Organization
- Communication
- Team Work
- Problem Solving
- Accountability and Dependability
- Compliance

Job Duties
- Refer all inquiries to the appropriate individuals, divisions, or departments across the organization.
- Provide ongoing customer service to the entire DFS client base and brokers, ensuring all inquiries are completed in a timely manner. Escalate if necessary to the broker or the Branch Manager, for completion. Follow through until completion.
- Ensure all forms and software dealing with DFS are current within the office and have been distributed to the brokers.
- Ensure destruction of outdated supplies or software.
- Open and Review all Mail, couriers and Look for time sensitive items and checks to be processed or sorted to advisors.
- Perform daily brokerage communication regarding industry updates or revision, business practice and overall procedures.
- Keep all filing current. DFS branch files are the Branch Administrator’s responsibility to keep current and orderly.
- Keep abreast of educational requirements and improve skills as needed.
- Type forms, letters, reports, and memos as necessary.
- Receive and distribute all forms of paper correspondence.
- Where necessary, assist in compiling data for various reports.
- Coordinate the logístical aspects of departmental programs, such as meetings, seminars, workshops, special projects, and events.
- As a front-line worker, present a positive and professional image of the organization to all visitors, suppliers, inquiries, and other interactions.
- Provide information to staff and/or clients about special activities.
- Ensure all forms and reports are completed as needed.
- Ensure that the appropriate evacuation procedures are carried out in the event of an emergency.
- Observe and report any security issues to the Office Manager.
- Provide back up for DFSIN SWO Administrative staff when necessary.
- Complete special projects when required
- Assist in dealing with orphan clients/files
- Scanning of documents when required

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