Branch Administrator - Client Service & Team Lead

Scotia Wealth Management; Hamilton; On-site; CAD 52,000 - 66,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits

Opportunity for professional growth

Inclusive working environment

Learning and Development opportunities

Job summary

A prominent wealth management firm in Hamilton, Ontario seeks a Branch Administrator to ensure outstanding client service through effective operational management. The ideal candidate must have experience in the securities industry and be approved as an Investment or Registered Representative. Responsibilities include hiring and managing staff, overseeing transactions, and ensuring compliance. This role offers competitive benefits, a collaborative environment, and opportunities for growth.

Qualifications

• Experience in the securities industry.
• Approval as IR or RR with CIRO.
• Strong communication skills required.
• Attention to detail and time management skills are essential.

Responsibilities

• Contribute to branch success through client service and operational efficiency.
• Oversee hiring, training, and performance management of support staff.
• Manage all transactional banking functions.
• Ensure high levels of internal and external client service.
• Adhere to compliance and audit requirements.

Skills

Experience in the securities industry

Excellent verbal and written communication skills

Meticulous attention to detail

Excellent time management skills

Education

Approved as Investment Representative (IR) or Registered Representative (RR) with CIRO

Job description

A prominent wealth management firm in Hamilton, Ontario seeks a Branch Administrator to ensure outstanding client service through effective operational management. The ideal candidate must have experience in the securities industry and be approved as an Investment or Registered Representative. Responsibilities include hiring and managing staff, overseeing transactions, and ensuring compliance. This role offers competitive benefits, a collaborative environment, and opportunities for growth.