Branch Administrator

Raymond James Financial; Edmonton; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd. is seeking a Branch Administrator to join our Vancouver Cathedral office. The role provides operational and administrative support to the management team and ensures efficient branch operations.

The candidate will work closely with leadership and must hold IR-Licensed credentials. The role requires experience in investment brokerage, strong MS Office skills, and excellent communication. The team operates in a fast-paced, client-focused environment with opportunities for growth

Qualifications

• Minimum three years’ experience in the Investment Brokerage or Financial Services Industry and IR-Licensed.
• Excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
• Excellent verbal and written communication skills;
• Exceptional problem-solving skills;
• Ability to work effectively both independently and within a team environment;
• Excellent work commitment and willingness to accept additional responsibilities;
• Ability to prioritize, multitask, work within time constraints and follow-up;
• Ability to handle confidential information with tact and discretion.

Responsibilities

• Support staff initiatives & communications, onboarding and offboarding support staff, track and maintain staff vacations & absences and general office administration.
• Prepare and review daily branch reports, client correspondence and ownership of project work.
• Act as a branch reference regarding policies, procedures, workstation applications and IT issues.
• Schedule and coordinate meetings, including booking facilities and equipment.
• Coordinate with branch marketing initiatives including client events, mailings, website and social media.
• Foster and support client relationships by responding to requests and proactive problem solving.
• Enter trades including stocks, bonds, and mutual funds as required.
• Open accounts and manage documentation and create portfolio reviews as required.
• Assist branch management with other duties as assigned.

Skills

MS Office

Communication

Problem solving

Team player

Education

CSC

CPH

Job description

Job Description - Branch Administrator (2600622)

Branch Administrator - 2600622

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Branch Administrator

How does the role impact the organization?

Raymond James Ltd. is seeking a Branch Administrator to work with our leadership team in the flagship Vancouver Cathedral office.

The primary role of the Assistant Branch Administrator is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively. The individual will assist in the implementation of branch directives and ensure a high level of service quality is evident in all aspects of day-to-day operations. The role requires previous experience as a licensed Sales Assistant in the Investment Industry.

What is the position responsible for?

• Work closely with the Senior Branch Administrator supporting staff initiatives & communications, onboarding and offboarding support staff, track and maintain staff vacations & absences and general office administration;
• Support the Branch Compliance Supervisor preparing and reviewing daily branch reports, client correspondence and taking ownership of project work;
• Act as a branch reference regarding operational policies & procedures, workstation applications and IT issues;
• Schedule and organize meetings, including preparation and co-ordination of booking facilities, arranging required equipment, refreshments, etc.
• Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance, and social media;
• Foster and support client relationships by responding to requests and proactive problem solving;
• Enter trades, including stocks, bonds, and mutual funds as required;
• Open accounts and manage documentation requirements as well as update accounts and create portfolio reviews as required;
• Assist branch management team with other duties as assigned.

Teamwork:

• Be an effective team player and flexible in adjusting to changing work priorities.
• Participate fully as a member for the branch team and contribute to a positive work culture.
• Ability to work in a fast paced and dynamic sales-oriented environment.
• Excellent communication and organization skills.
• Be knowledgeable of and comply with industry codes of conduct and with securities regulations.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement
• Internal promotion and community involvement

What do we expect from you?

To qualify for this opportunity, you possess:

• Minimum three (3) years’ experience in the Investment Brokerage or Financial Services Industry and be IR-Licensed.
• Excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
• Excellent verbal and written communication skills;
• Exceptional problem-solving skills;
• Ability to work effectively both independently and within a team environment;
• Excellent work commitment and willingness to accept additional responsibilities;
• Ability to prioritize, multitask, work within time constraints and follow-up; and
• Ability to handle confidential information with tact and discretion.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Licenses/Certifications

• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range:

$45,000 - 60,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James, we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. www.cipf.ca