Manager, Branch Administrator

5 days ago


Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Corporate Retail

**Reporting To**:
Branch Manager

**Job Id**:
TOR - 059

**Job Level**:
L4

**Seniority Level**:
Mid-Senior

**Position Overview**:
The Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The Branch Administrator fulfils a diverse role which includes managing branch staff, liaising with internal departments, providing software and process related training, supporting human resources functions such as recruitment and employee relations and managing the branch facilities and equipment.

**Duties & Responsibilities**:

- Implement directives and initiatives of Branch Manager and Head Office to ensure branch efficiencies and management
- Enforce the implementation of company policies, programs and processes to ensure better team and client experience
- Provide basic technology support to new teams and employees and liaise with IT Support as needed
- Ensure all internal and external employment standards are met in the branch
- Supervise support staff and conduct monthly meetings to ensure they are aware of any updates that affect their role/business
- Share knowledge and any relevant industry news with branch staff and take initiative to share knowledge and experience of others to better the branch as a whole
- Identify training needs and implement solutions to fill gaps by using tools and head office support
- Coordinate and deliver training to new hires and provide ongoing training support for existing employees
- Ensure operational controls are being adhered to
- Attend seminars and professional development courses to stay abreast of industry changes
- Support advisors in the fair management and professional development of new and existing team members
- Provide HR guidance to teams (e.g, new hire, disciplinary measures, terminations, benefits, payroll etc)
- Play a role in ensuring projects and initiatives go through proper change management
- Develop a collaborative and positive branch culture where team opinion/feedback are valued and considered

**Skills & Qualifications**:

- Proficient in English, oral and written
- Proven experience as a Branch Administrator for a medium to large branch
- Solid knowledge of technology platforms and ability to provide basic support
- Ability to work efficiently, multi-task and maintain professionalism in a high-pressure environment
- Strong operational efficiency, organizational skills and ability to prioritize
- Ability to work under pressure
- Autonomy, initiative and attention to detail
- Current knowledge of compliance issues published in internal bulletins
- 5 to 10 years’ experience in the financial sector
- Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Course completed, IR Licensed with IIROC preferred

**Education**:

- Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Course completed, IR Licensed with IIROC preferred



  • Toronto, Canada Richardson Wealth Full time

    Position OverviewThe Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The Branch Administrator fulfils a diverse role which includes managing branch staff, liaising with internal departments, providing software and process related training, supporting human resources functions...


  • Toronto, Canada National Bank of Canada Full time

    **Primary Locations**:Toronto, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets. This position...

  • Branch Administrator

    2 weeks ago


    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Toronto, Canada CIBC Full time

    Senior Branch Administrator As a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a small support team, including creating a positive work environment, leading and coaching support staff, developing employee capability, and managing performance. As the Senior Branch Administrator, you will be...

  • Branch Administrator

    2 weeks ago


    Toronto, Canada Toromont CAT Full time

    Job Title: - Branch Administrator- Reference Number: - TCQ-22-9947- Division: - Heavy Equipment- Job City: - Toronto- Province: - Ontario- Site: - Position Status: - Permanent, Full time- Work Shift: - Days- Work Schedule: - Length of Assignment: - Job description: - The Branch Administrator plays a critical role as the first point of contact with our valued...

  • Product Manager

    5 days ago


    Toronto, Ontario, Canada Branch Full time

    At Branch, we're transforming how brands and users interact across digital platforms. Our mobile marketing and deep linking solutions are trusted to deliver seamless experiences that increase ROI, decrease wasted spend, and eliminate siloed attribution. Our Branch team consists of smart, humble, and collaborative people who value ownership over all....


  • Toronto, Ontario, Canada Branch Full time

    At Branch, we're transforming how brands and users interact across digital platforms. Our mobile marketing and deep linking solutions are trusted to deliver seamless experiences that increase ROI, decrease wasted spend, and eliminate siloed attribution. Our Branch team consists of smart, humble, and collaborative people who value ownership over all....


  • Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada CIBC Full time

    Senior Branch Administrator As a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a small support team, including creating a positive work environment, leading and coaching support staff, developing employee capability, and managing performance. As the Senior Branch Administrator, you will be...