Branch Administrator

1 month ago

Calgary, Canada Canaccord Genuity Corp. Full time

Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, tailored solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Branch Administrator to join our team in Calgary. The purpose of the role is to oversee day-to-day administration of the branch and directly support the Branch Manager. You will have excellent customer service and communication skills with the ability to multitask and prioritize. This is a permanent full-time role.

Responsibilities:

- Create a supportive and productive environment in the branch;
- Promote employee autonomy, innovation, and engagement;
- Oversee day-to-day operations of the branch, including front desk staff, health and safety oversight and delegation, and cage operations;
- Ensure the smooth processing of KYC documentation, ensuring compliance with all items that fall under the branch team;
- Assist with compliance audits, including gathering of information, submissions and liaising with audit team on behalf of the branch; including monthly submissions of forms for registration and compliance review;
- Support Branch Manager in creating efficiencies and developing enhancements to branch policies and procedures;
- Arrange meetings with sales associates and branch team to provide updates and collaborate on creating efficiencies;
- Manage training, hiring, scheduling, supervising, and performance of all branch support staff;
- Assist Branch Manager with other projects as required, including practice management and client relations;
- Liaise between branch staff and head office teams to resolve issues and understand processes.

Skills & Qualifications:

- Completion (or in the process of completing) of CSC and CPH with brokerage industry experience in a similar role;
- Excellent customer service, communication skills, interpersonal skills, with the ability to work with employees and clients at all levels;
- Strong organizational and prioritization skills;
- Ability to problem solve and take initiative;
- Proficient with MS Office suite (Word, Excel)
- The ability to maintain a sense of urgency and meet deadlines;The ability to demonstrate confidentiality and discretion.

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