Scotiamcleod Branch Administrator

3 weeks ago

Vancouver, Canada Scotiabank Full time

Requisition ID: 168539

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**:As a member of the Branch Management team, 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.

**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 support staff and Advisor or other team members
- Finalizing annual objectives and employee development plans
- Managing workloads
- Planning and facilitating support staff meetings
- Building a culture of high performance and continuous improvement
- Co-ordinating the set up and on-boarding of new support staff
- Providing on the job training for new employees
- 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 Branch Manager on the departure of an Advisor
- Co-ordinating the set up and on-boarding of new Advisors
- Managing branch facilities and security access to branch
- Liaising with Head Office/Regional Office regarding new initiatives

**3. Management of New Issues by**:

- Distributing branch allocations to Advisors
- Monitoring the Branch new issue/BOT position
- Reconciling branch allocation with placement in client accounts and with Head Office
- Ensuring positions are ticketed to client accounts
- Liaising with Syndication department on presentations

**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
- Assisting with client complaints, and ensuring any potential breach of Industry regulations are escalated to Branch Manager and Compliance
- 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. Administer the Branch Client Accounts (house accounts) by**:

- Effectively dealing with any client issues
- Ensuring any administration of client accounts are handle effectively and efficiently
- Working with the Branch Management in the assignment and transfer of clients to an Advisor in the branch

**6. Supporting Branch Manager with Branch expense management by**:

- Conducting Financial Information System (FIS) queries on various expenses
- Assisting in preparing and monitoring branch budget
- Approving and managing all branch expenses (eg. Supplies, etc)

**7. Supporting the Advisors by**:

- Resolving commission related inquiries
- Providing advice and support on HR related issues
- Assisting in optimum functioning of the team

**8. 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
- 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
- Pa

  • Scotiamcleod Branch Operations Assistant

    7 days ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 171722 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 Administrative Associate

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 170783 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 - Wealth Management Internship/co-op

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 193787 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 Business Development Associate

    7 days ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 177936 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 Business Development Associate

    3 days ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 177936 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...

  • Legal Administrative Assistant

    1 day ago

    Vancouver, Canada Branch MacMaster LLP Full time

    Company Description Branch MacMaster LLP is a law firm with offices in Vancouver, British Columbia and Toronto, Ontario. The firm specializes in class actions, health law, and insurance and has a successful track record at the trial and appeal level including at the Supreme Court of Canada. The law

  • Assistant Branch Manager

    4 days ago

    Vancouver, Canada St. John Ambulance Full time

    **Who We Are** St. John Ambulance British Columbia & Yukon (SJA BCY) is a not-for-profit mission-led enterprise committed to _empowering safer communities through first aid leadership_. SJA BCY is part of the federated St. John Ambulance organization in Canada, which is represented from coast to coast. We are privileged to be part of an organization with...

  • Assistant Branch Operations Manager

    3 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Library Assistant Vii

    5 days ago

    Vancouver, Canada The City of Vancouver Full time

    **Requisition ID**:40802 **Company**:The Vancouver Public Library (VPL) is the third largest public library system in Canada, with 800 staff members offering services at 21 branches across the city. VPL values a diverse workforce which represents the vibrant community we so proudly service. Consider joining our committed team of staff and being part of an...

  • Senior Night Manager

    2 weeks ago

    Vancouver, BC, Canada BC Liquor Distribution Branch Full time

    Senior Manager, Employee Relations The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis, and operates the retails brands BCLIQUOR and BC Cannabis Stores. ...

  • Temporary, Director of Finance

    3 weeks ago

    Vancouver, BC, Canada BC Liquor Distribution Branch Full time

    At the Liquor Distribution Branch (LDB) our vision of 'Service. is all about providing a valued service, building strong relationships with our stakeholders, and achieving greater results for the province. The LDB is one of two branches of government responsible for the cannabis and liquor industry of B.We operate the wholesale distribution of beverage...

  • Senior HR Analyst

    2 weeks ago

    Vancouver, BC, Canada BC Liquor Distribution Branch Full time

    The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis, and operates the retails brands BCLIQUOR and BC Cannabis Stores. The revenue generated by the LDB...

  • Branch Operations Assistant

    4 days ago

    West Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in West Vancouver is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees. **What will you do?** - Help manage incoming communications from...

  • Senior Corporate Investigator

    1 week ago

    Vancouver, BC, Canada BC Liquor Distribution Branch Full time

    The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis, and operates the retails brands BCLIQUOR and BC Cannabis Stores. The revenue generated by the LDB...

  • Construction Branch Manager

    6 days ago

    Vancouver, Canada AccessSMT Full time

    We are looking for a Branch Manager responsible for our Vancouver Island operations (Victoria & Nanaimo). The Branch Manager is responsible for directing and leading a business unit, including full profit and loss responsibility for all facets of the branch. This role requires an individual who is a strong people's manager, collaborative, results oriented...

  • Branch Manager, Transit Integration and Projects

    4 weeks ago

    Vancouver, Canada City of Vancouver Full time

    Main Purpose and Function   Reporting to the Director of Transportation, the Branch Manager of the Transit Integration and Projects Branch is responsible for overseeing the City of Vancouver’s role in equitable planning, design, and implementation of bus and rapid transit projects in the City of Vancouver. This includes: coordinating construction...

  • Receptionist/administrative Assistant

    2 weeks ago

    Vancouver, Canada Time Education Inc. Full time

    students have the option for classes to be taught in Chinese and/or English. We offer both online and in-person classes in a small group or one on one setting, targeting students with different needs and learning habits. To improve efficiency in our daily operation, we need a Receptionist /Administrative Assistant to support our team. RESPONSIBILITIES: -...

  • Receptionist/administrative Assistant

    3 weeks ago

    Vancouver, Canada Time Education Inc. Full time

    students have the option for classes to be taught in Chinese and/or English. We offer both online and in-person classes in a small group or one on one setting, targeting students with different needs and learning habits. To improve efficiency in our daily operation, we need a Receptionist /Administrative Assistant to support our team. RESPONSIBILITIES: -...

  • Administrative Assistant

    1 day ago

    Vancouver, Canada Prime Hires Full time

    Position Title: Administration Assistant Start Date: ASAP End Date: August. 2024 Length of Contract: 3 months Location: Vancouver Hours : 8am to 3pm (On site) Pay Rate: $21.00 Job Description Supports the branch and team sales and service objectives by providing administrative assistance t

  • CSR/Bank Teller-Vancouver Richmond Branch

    3 weeks ago

    Vancouver, Canada BANK OF CHINA Full time

    Job Title: CSR/Bank Teller-Vancouver Richmond BranchPosition Available: 1Location: Vancouver, BCResponsibilities and Accountability: Greet and answer customers’ enquiries in a professional and courteous manner; Resolve problems or discrepancies concerning customers' accounts quickly and professionally; Create positive customer experience by understanding...