About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The Manager, 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 and 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
• 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 onboarding training to new hires and provide ongoing training support for existing employees
• Act as sales assistant / associate to advisory teams, as needed and upon request
• 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 team members
• Provide HR guidance to teams (e.g, new hire, disciplinary measures, terminations, benefits, and payroll, etc.)
• Play a role in ensuring projects and initiatives go through proper change management
• Support branch culture, promoting collaboration and respect, where team opinion/feedback are valued and considered
Qualifications
• Proficient in English/French, oral and written (This role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec.)
• 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 fast-paced office 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
• Superior phone and e-mail etiquette, delivering high standards of customer service to internal and external clients.
• 5 to 10 years’ experience in the financial sector
• Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Course completed, IR Licensed with CIRO preferred
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Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
