Branch Administrator (Banking)

Job summary

The Branch Administrator oversees daily branch operations, including staff management, facility coordination, and ensuring adherence to regulatory compliance and company policies. They also support advisory teams with financial management, budgeting, and the implementation of organizational initiatives to foster a high-performance culture.

Job details

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.

What you’ll do

The Branch Administrator oversees daily branch operations, including staff management, facility coordination, and ensuring adherence to regulatory compliance and company policies. They also support advisory teams with financial management, budgeting, and the implementation of organizational initiatives to foster a high-performance culture.

Requirements

Candidates must possess postsecondary education and hold the necessary CIRO licensing for an Investment Representative. A minimum of 5 years of experience in the investment industry, including supervisory experience, is required.

Benefits

• Comprehensive benefits package • Retirement plan • Employee share ownership program • Employee wellness program • TELUS Health services • 16 vacation days • 5 personal days • 10 paid sick days • Reimbursement of job-related training expenses

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Budgeting · Preferred
• Regulatory Compliance · Preferred
• Microsoft Excel · Preferred
• Team Leadership · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Operational management
• Team leadership
• Performance management
• Compliance management
• Financial management
• Budgeting
• Staff coaching
• Regulatory compliance
• Investment industry knowledge
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Communication skills
• Organizational skills
• Problem solving
• Client service
• Workplace Inclusivity
• Organizational Change Management
• Accountability
• Supervision
• Organizational Skills
• Ability To Meet Deadlines
• Talent Recruitment
• Bilingual (French/English)
• Ethical Standards And Conduct
• Artificial Intelligence
• Auditing
• Banking
• Management
• Investments
• Decision Making
• Customer Service
• Communication
• Continuous Improvement Process
• Training And Development
• Personalized Service
• Records Management
• Performance Management
• Expense Management
• Sales
• Financial Management
• Leadership
• Interpersonal Communications
• Employee Onboarding
• Operations
• Proactivity
• Regulatory Requirements
• Coaching
• Risk Appetite
• Workplace Wellness

Job areas

• Finance & Accounting
• Management & Leadership
• Administrative
• Customer Service & Support
• Human Resources
• Branch Administrator
• Unclassified Specialized Occupation