Front Desk Branch Administrator - Kitchener, Canada - Desjardins Financial Security Independent Network - Southwestern Ontario

Desjardins Financial Security Independent Network - Southwestern Ontario

Verified Company

Kitchener, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The Branch Administrator is responsible for a wide variety of administrative duties supporting the Desjardins Financial Security Branch and its brokers.

Responsibilities include coordinating and communicating branch activities, processing branch paperwork and keeping immaculate records.

Core Competencies

Organization
Communication
Team Work
Problem Solving
Accountability and Dependability
Compliance

Job Duties

Refer all inquiries to the appropriate individuals, divisions, or departments across the organization.
Provide ongoing customer service to the entire DFS client base and brokers, ensuring all inquiries are completed in a timely manner. Escalate if necessary to the broker or the Branch Manager, for completion. Follow through until completion.
Ensure all forms and software dealing with DFS are current within the office and have been distributed to the brokers.
Ensure destruction of outdated supplies or software.
Open and Review all Mail, couriers and Look for time sensitive items and checks to be processed or sorted to advisors.
Perform daily brokerage communication regarding industry updates or revision, business practice and overall procedures.
Keep all filing current. DFS branch files are the Branch Administrator's responsibility to keep current and orderly.
Keep abreast of educational requirements and improve skills as needed.
Type forms, letters, reports, and memos as necessary.
Receive and distribute all forms of paper correspondence.
Where necessary, assist in compiling data for various reports.
Coordinate the logístical aspects of departmental programs, such as meetings, seminars, workshops, special projects, and events.
As a frontline worker, present a positive and professional image of the organization to all visitors, suppliers, inquiries, and other interactions.
Provide information to staff and/or clients about special activities.
Ensure all forms and reports are completed as needed.
Ensure that the appropriate evacuation procedures are carried out in the event of an emergency.
Observe and report any security issues to the Office Manager.
Provide back up for DFSIN SWO Administrative staff when necessary.
Complete special projects when required
Assist in dealing with orphan clients/files
Scanning of documents when required