Branch Administrator - 12 Month Contract

Raymond James Ltd.; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Branch Administrator for a 12-month contract in Toronto. This role is pivotal in ensuring the branch operates smoothly, assisting the Branch Manager with various administrative tasks. You will be the main point of contact for support staff, coordinating documentation and performance evaluations while liaising with internal departments. The company values its people and offers a competitive benefits package, including flexible workstyles and opportunities for professional growth. If you're detail-oriented and thrive in a fast-paced environment, this is an exciting opportunity to contribute to a dynamic team.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• 3-5 years of experience in the investment or financial services industry.
• Proficient in Microsoft Office and able to learn new applications.

Responsibilities

• Assist the Branch Manager in managing the branch efficiently.
• Be the key contact for support staff regarding operations.
• Facilitate documentation and coordinate meetings.

Skills

Microsoft Office

Client service

Decision making

Problem solving

Confidential information handling

French communication

Education

Diploma or degree in relevant field

3-5 years in Investment Brokerage or Financial Services

Completion of Canadian Securities Course (CSC)

Completion of Conduct and Practices Handbook (CPH)

Job description

Branch Administrator - 12 Month Contract

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Branch Administrator - 12 Month Contract

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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?

The primary role of the Branch Administrator is to assist the Branch Manager (BM) to ensure the Raymond James office is managed efficiently & effectively.

What is the position responsible for?

• Be the key point of contact for support staff and advisors regarding operations or administrative tasks within the branch;
• Facilitate documentation including overrides, payroll forms, MAC forms, employee expense forms, tuition approvals, branch expenses and branch branding;
• Prepare and execute regular meetings for support staff;
• Coordinate the Performance Evaluation process;
• Assist BM/ABM in overall profitability of the branch;
• Participate in training opportunities to remain up-to-date on skills, knowledge, policies and processes and share knowledge with peers and staff and call upon others’ knowledge and experience as required; and
• Liaison with internal departments and external vendors/suppliers on behalf of the branch including Human Resources, Payroll and Finance.
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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.

What do we expect from you?

• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Client service, decision making, and problem solving;
• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Assist others with flexibility and willingness as required;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.
  
  

Educational/Previous Experience Requirements

• 3-5 years in the Investment Brokerage or Financial Services Industry;
• Diploma or degree or an equivalent combination of experience, education, and/or training; and
• Previous supervisory or management experience is an asset.
  
  

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
  
  

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.

Job

Administrative & Support Services

Primary Location

CA-ON-Toronto-Toronto

Organization

Branch

Schedule

Full-time

Status

Temporary Full-Time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management and Manufacturing

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