Branch Administrator (Banking)

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.