Branch Operations Lead Flexible Workstyles

Raymond James Financial; Toronto; Presencial; CAD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible workstyles

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Descripción de la vacante

Raymond James Ltd. is seeking a Branch Administrator to support the Branch Manager and Compliance Supervisor, ensuring efficient office management and high service levels for advisors.

The role emphasizes process excellence, regulatory adherence, and collaboration across departments. The position drives operational efficiency, mitigates risk, and strengthens branch performance while fostering a culture of compliance and continuous improvement.

Formación

• 3-5 years in the Investment Brokerage or Financial Services Industry.
• Diploma or degree or an equivalent combination of experience, education, and/or training.
• Previous supervisory or management experience is an asset.
• IR licensed, or willingness to complete within 12 months of hire.

Responsabilidades

• Act as the primary contact for branch operational policies and administrative support for advisors and staff.
• Liaise with Human Resources, Payroll, Finance and other service providers for the branch.
• Coordinate and process branch documentation including payroll, HR forms and expenses.
• Onboard and train new staff on workstation applications and branch processes.
• Assist with planning and coordination of branch events and initiatives.
• Organize and facilitate regular support staff meetings.
• Lead bi-monthly Sales Assistant meetings and communicate updates from National Branch Administrator calls.
• Develop and monitor records, reports, and operational controls for the Branch Manager.
• Stay current on policies, procedures, systems and industry requirements via ongoing training.
• Provide backup reception coverage and assist with cheque processing and deposits.
• Perform other duties and special projects as needed.

Conocimientos

Client service

Decision making

Problem solving

Attention to detail

Teamwork

Educación

Diploma or degree

Herramientas

Microsoft Office

Descripción del empleo

Raymond James Ltd. is seeking a Branch Administrator to support the Branch Manager and Compliance Supervisor, ensuring efficient office management and high service levels for advisors.

The role emphasizes process excellence, regulatory adherence, and collaboration across departments. The position drives operational efficiency, mitigates risk, and strengthens branch performance while fostering a culture of compliance and continuous improvement.