Manager, Branch Administrator - Edmonton, Canada - Richardson Wealth Ltd

Richardson Wealth Ltd

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

Where we're going:

We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams.

The incumbent of this role fulfils a diverse role which includes managing branch staff, liaising with Corporate Head Office departments in Toronto, working with Branch Administrators in Richardson Wealth's other offices located in the other provinces in Canada providing software and process related training, supporting human resources functions such as recruitment and employee relations and managing the branch facilities and equipment.

Responsibilities:

Execute the directives and initiatives of the Branch Manager to ensure branch efficiencies and management
Implement company policies, programs and processes to enhance the Investment Advisor Team(s) and client experience
Provide basic technology support to new Investment Advisor teams and employees and coordinate with IT Support at Head Office as needed
Play a role in ensuring projects and initiatives go through proper change management
Ensure all internal and external employment standards are met in the branch
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 and development within Richardson Wealth 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
Support Investment Advisors in the fair management and professional development of new and existing team members
Coordinate and deliver training to new hires and provide ongoing training support for existing employees, collaborate with the Training & Development department at Head Office
Ensure operational controls are being adhered to
Attend seminars and professional development courses to stay abreast of industry changes
Attend training and meetings with other Branch Administrators located across Canada
Collaborate with the Human Resources department in Head Office to support Teams with all HRrelated matters (e.g, recruitment, performance management, employee relations, disciplinary measures, etc.)
Encourage a collaborative and positive branch culture where team opinion/feedback are valued and considered

Qualifications:

Proven experience as a Branch Administrator for a medium to large branch
5 to 10 years' experience in the financial sector
Solid knowledge of technology platforms and ability to provide basic support
Ability to work efficiently, multitask and maintain professionalism in a high pressure 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 industry bulletins

Education

Must be Investment Representative (IR) licensed with the Canadian Investment Regulatory Organization (CIRO)

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, understanding and energy.

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, customer-focused, and customer-centric?

If so, we're ready to invest in you.

We proudly support the Black Opportunity Fund, Pride at Work Canada, and Women's Executive Network.