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Branch Operations Coordinator

1 week ago


Waterloo, Ontario, Canada Raymond James Financial Full time
Job Overview

Raymond James Financial is seeking an experienced Branch Operations Coordinator to join our team in Canada. As a key support staff member, you will be responsible for assisting the Branch Manager and Assistant Branch Manager in ensuring the efficient and effective management of the Raymond James office.

About Us

We are Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our commitment to excellence and customer service has earned us a reputation as a trusted partner in the financial industry.

Key Responsibilities
  • Be the primary 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 the Branch Manager/Assistant Branch Manager 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.
  • Liaise with internal departments and external vendors/suppliers on behalf of the branch, including Human Resources, Payroll, and Finance.
Requirements
  • A minimum of 3-5 years of experience in the Investment Brokerage or Financial Services Industry.
  • Diploma or degree or an equivalent combination of experience, education, and/or training.
  • Previous supervisory or management experience is an asset.
  • Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
  • Proficient in Microsoft Office with a willingness and ability to learn new applications.
  • Client service, decision-making, and problem-solving skills.
  • Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail.
  • Excellent communication and interpersonal skills.
Salary Information

The estimated salary range for this position is $55,000 - $75,000 per year, based on industry standards and the location in Canada.

What We Offer
  • A competitive compensation package, including health benefits, RRSP matching program, and employee stock purchase plan.
  • Ongoing training and professional development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that values teamwork and collaboration.
  • The opportunity to work with a leading investment dealer in Canada, known for its commitment to excellence and customer service.
How to Apply

If you are a motivated and organized individual with a passion for supporting business growth, please submit your application through our website. We thank all applicants for their interest; however, only those selected for an interview will be contacted.