Job Description
Branch Administrator (Banking Sector)
Take the opportunity to join the banking industry with our client in a dynamic and evolving environment. By contributing to operational management, team support, and the coordination of multiple essential activities, you will play a key role in the branch’s success while growing within a culture that values collaboration, professional development, leadership, and customer service excellence.
What is in it for you:
• Annual salary of 80K-90K.
• Permanent daytime position.
• 37.5-hour work week.
• On-site work, 5 days per week.
• Start time of 8:00, 8:30, or 9:00 am.
• Comprehensive benefits package.
• Retirement plan after 6 months of service.
• Employee share ownership program.
• Employee wellness program.
• Access to TELUS Health services.
• 16 vacation days per year.
• 5 personal days.
• 10 paid sick days.
• Reimbursement of job-related training expenses.
Responsibilities:
• Promote a client-focused culture to deepen relationships and leverage the organization’s expertise, systems, and partnerships.
• Manage branch support staff, including coaching, development, performance management, motivation, employee recognition, and staff meetings.
• Foster a culture of high performance and continuous improvement through recruitment, onboarding, training, HR administration, and employee records management.
• Oversee branch operations, resolve system issues, coordinate advisor onboarding, manage facilities and secure access, and liaise with corporate teams.
• Manage new issue allocations, monitor positions, perform reconciliations, and coordinate with relevant stakeholders.
• Implement compliance procedures to ensure adherence to company policies and regulatory requirements, including privacy and anti-money laundering regulations.
• Maintain branch compliance records, support client complaint resolution, approve trade corrections, and serve as a key contact during internal audits.
• Communicate policies, procedures, system enhancements, initiatives, and organizational changes to relevant teams.
• Monitor continuing education requirements for licensed employees.
• Support branch budgeting and financial management, including budget preparation, monitoring, and expense management.
• Assist advisory teams with inquiries related to commissions, human resources, and team operations.
• Demonstrate leadership that promotes employee development, engagement, accountability, and performance.
• Organize coaching sessions, identify training needs, manage staffing requirements and workloads, and participate in monthly conference calls.
• Understand and apply the organization’s risk culture and risk appetite in daily activities and decision-making.
• Ensure efficient operations aligned with organizational values, the code of ethics, sales practices, and compliance requirements.
• Promote a highly productive and inclusive work environment.
What you will need to succeed:
Required qualifications
• Postsecondary education.
• Completion of all education, examination, and training requirements necessary for licensing and registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO).
• 5+ years of experience in the investment industry.
• Industry experience.
• Supervisory experience.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Previous support role experience is considered an asset.
• French and English for communications with clients and business partners.
Core competencies
• Excellent communication and interpersonal skills.
• Strong management and organizational skills.
• Ability to take initiative and work independently.
• Ability to manage priorities and meet deadlines.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Branch Administrator (Banking) • Montréal, QC, ca
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