Elevate client service and operational efficiency as a Senior Branch Administrator. Drive administrative excellence while managing a talented team in a thriving investment environment.
As a senior-level leader, you will be responsible for overseeing daily operations within the branch. Your role includes enhancing collaboration and mentoring staff to uphold service excellence. Liaising with the Branch Manager, you'll ensure compliance, oversee training initiatives, and manage strategic priorities, enhancing both team performance and client relationships.
Key Responsibilities:
- Act as main point for Financial Advisors and support personnel
- Supervise staff and resolve workplace concerns
- Liaise with corporate departments for compliance updates
- Support account management and regulatory processes
- Plan branch events and manage marketing strategies
Requirements:
- Minimum of 5 years in investment brokerage or financial services
- Relevant diploma or degree required
- Bilingual in French and English a must
- Proven people management experience
- High-level skills in Microsoft Office software
Lead your team in cultivating a culture of excellence while maintaining high standards of client service and operational effectiveness in a fast-paced environment.
Branch Operations and Client Services Manager in Montréal employer: King Street Associates
As a leading independent investment dealer in Canada, our client offers an exceptional work environment in Winnipeg that prioritizes collaboration, excellence, and employee growth. With a comprehensive benefits package including extended health coverage, RRSP matching, and generous paid time off, employees are supported in achieving both personal and professional success. The firm fosters a culture of continuous learning and community involvement, making it an ideal place for those seeking meaningful and rewarding careers in the financial services industry.
