Become an influential Assistant Branch Manager at iA Private Wealth in Toronto, responsible for comprehensive operational and administrative support. Utilize your skills in compliance supervision and document preparation in a hybrid work environment.
As an Assistant Branch Manager, you'll support Branch Managers by preparing meeting materials, reviewing compliance, and facilitating branch review activities. Strong organizational and communication skills are essential as you build relationships across the team and address advisors' inquiries. Your ability to take initiative will foster a culture of effective collaboration and service at this dynamic financial firm.
Key Responsibilities:
- Prepare branch review documentation and presentation materials
- Review daily blotters and approve KYC updates
- Participate in special projects and branch activities
- Build relationships with various business contacts
- Ensure compliance policies and procedures are followed
Requirements:
- University degree or equivalent post-secondary education
- Minimum two years of relevant experience
- Intermediate/Advanced skills in Microsoft Office
- Excellent written and verbal communication skills
- Ability to meet deadlines and work independently
Leverage your administrative skills and operational support experience to enhance the thriving team at iA Private Wealth.
Assistant Branch Manager at iA Private Wealth in Toronto employer: iA Financial Group
iA Financial Group is an exceptional employer that fosters a dynamic work culture focused on growth and performance. With a commitment to employee development, you will have access to extensive training programs and leadership opportunities, all while working in a collaborative environment that values accountability and top-tier customer service across Canada. Join us and be part of a team that not only drives success but also prioritizes your professional journey.
