Scotiamcleod Branch Administrator - Vancouver, Canada - Scotiabank

Scotiabank

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 168539

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.

Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.

You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business.

With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

Purpose:

As the Branch Administrator you will contribute to the overall success of the branch, ensuring a high level of client service is achieved through effective operations and administrative efficiencies.

In this role you will provide administrative support to the producing Branch Manager or other Advisor Teams.

Is this role for you? In this role you will:

1.

Manage all branch support staff by:

Providing ongoing coaching and employee development, performance management, guidance, motivation and support
Resolving employee issues and working with Employee Relations as required
Providing ongoing employee recognition by recognizing and rewarding success
Resolving issues/negotiating compromises between staff and Advisor or other team members
Finalizing annual objectives and employee development plans
Planning and facilitating support staff meetings
Building a culture of high performance and continuous improvement
Coordinating the setup, onboarding and training of new support staff
Maintaining all HR administration and employee records
Working with staff to escalate issue with back office

2.

Manage the quality and efficiency of branch operations by:

Ensuring the cage operations run smoothly
Working to resolve any system issues that have been escalated by Branch Systems Administrator
Working with the BM on the departure of an Advisor
Coordinating the set up and onboarding of new Advisors
Liaising with Head Office/Regional Office regarding new initiatives
Administer the branch (house) client accounts

3.

Manage New Issues by:

Distributing branch allocations to Advisors
Monitoring the Branch new issue/BOT position

4.

Manage and implement procedures to ensure compliance with corporate policies and industry regulatory bodies by:

Ensuring branch adherence to privacy and antimoney laundering requirements
Maintaining all branch compliance files
Approving trade corrections
Effectively communicating policies, procedures, new systems, new initiatives and organizational changes
Acting as the branch contact for internal audit
Monitoring the Continuing Education requirements for all licensed staff

5.

Support Branch Manager with Branch expense management by:

Conducting Financial Information System (FIS) queries on various expenses
Managing all branch expenses (eg. Supplies, etc)
Reviewing monthly branch reports (Staffing Spreadsheets, FIS, T-One, Dashboard )

6.

In partnership with the Branch Manager, provide strong team leadership to motivate and develop individual and team performance by:

Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement
Exhibiting an ability to listen, negotiate and communicate goals
Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism and service excellence
Ensuring the performance management process is in place and employee development is a priority for all employees on the team
Assisting in optimum functioning of the team
Providing advice and support on HR related issues
Regularly scheduling oneonone coaching with direct reports
Identifying and supporting training and developmental needs of team members
Managing staffing requirements and departmental workloads
Participate in all monthly calls (BM Call, BA Call, National Support Call)
Administrative support for producing Branch Manager (or another Advisor team in branch)

Do you have the skills required to excel in this role? We'd love to work with you if you have:

3+ years in the Investment Industry
IR Licensing (completion of CSC, CPH and IRT)
Strong management skills
Prior supervisory experience
Previous experience in a Support Staff position within the investment industry preferred
Excellent written and verbal communication skills
Strong interpersonal skills when interacting with both staff and external clients
Knowledge of Microsoft systems: Word, Excel and PowerPoint