Branch Administrator - Mississauga
1 week ago
Job summary
The branch administrator plays a critical role in the day-to-day operations of the branch by ensuring smooth administrative support for investment and wealth management activities. The ideal candidate will have strong organizational skills, accuracy, keen attention to detail and will be capable of problem-solving and managing multiple tasks simultaneously in a fast-paced environment.Responsibilities
- Administer opening, maintaining and closure of client investment accounts
- Ensure all client documentation is accurate and compliant with regulatory requirements
- Liaison with financial advisors, clients, prospects, internal departments and other financial institutions to gather information and to support account activities
- Manage incoming cash and securities transfers
,account withdrawalsTrackand monitor periodic payments to clients for monthly quarterly withdrawals Process RRSP,TFSATHSA RESP contributions Liaison with internal departments for deposits cheques EFTs PACs AWDs Enter trades for financial advisorsclients as requested Process trade corrections Manage Corporate Actions Assistfinancial advisorswith administering Risk Tolerance Questionnaires Prepare portfolio reports for clients as requested Liaison with tradersadvisorsportfolio managersback-office teams facilitate timely accurate trading Manage maintain client files records documents secure organized manner Ensure accurate data entry maintain up-todate records CRM Prepare correspondence Support clients general administrative requests timely confidential manner Liaison tax professionalsclients provide tax slips reports updates required Provide general administrative assistance branch s financesdvisors scheduling appointments preparing meeting documents Use investment management software manage accounts process transactions track account activity generate reports Assistclients sending receiving secure messages documents Helpclient register online access their accounts Workbranch manageradvisors document workflows Interactwithclaworkersexternal associates professional compliant manner Prepare written correspondence Fosterandsupportclient associate relationships person phone virtually Teams Zoom QUALIFICATIONS Experience At least two years experience wealthmanagementinvestmentenvironment Knowledge fundamentalinvestmentconcepts practices procedures used industry Proficiency Microsoft 365 Excel Word CRM willingness ability learn new applications Experience DataphileBroadridgeFactsetDocusignAdobe preferred Client-first focus Excellentorganizational skillabilitymanagemultiple taskssimultaneously ensuringaccuracycompliance Attention todetailabilityworkepressure Abilityworkindependently teamenvironment Strongwrittenvocalcommunication skills interactstakeholdersprofessionalmanner InvestmentRepresentative licensingincludingCanadianSecuritiesCourseeffectivecompletionConductPracticesHandbookrequired RegisteredRepresentativelicensingincludingWealthManagementEssentials completion withinfirstyearemploymentpreferred Workingconditions FulltimemondaysFridays830am430pmsomeworkmayrequiredbusyseasonstoreacommodateclientneeds Benefitspackage Supportscontinuouslifelong Job description
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