Manager, Branch Administrator

Richardson Wealth; Burlington; On-site; CAD 95,000 - 110,000; Full time

Job summary

Join a leading Canadian wealth management organization as a Manager, Branch Administrator, where you'll provide essential operational and administrative support to Advisor teams. This leadership role focuses on enhancing branch efficiency, overseeing staff, and ensuring the highest standards of customer service and compliance. Bring your expertise in the financial sector and join a company committed to innovation and employee development.

Qualifications

• 5 to 10 years’ experience in the financial sector.
• Proven experience as a Branch Administrator for a medium to large branch.
• Current knowledge of compliance issues.

Responsibilities

• Manage branch staff and provide operational support.
• Coordinate with IT Support and ensure operational controls are adhered to.
• Support recruitment and training for the branch.

Skills

Operational efficiency

Organizational skills

Multi-tasking

Customer service

Attention to detail

Education

Investment Representative (IR) licensed with CIRO

Experience as a Branch Administrator

Tools

Technology platforms

Job description

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About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse role which includes managing branch staff, liaising with Corporate Head Office departments in Toronto, working with Branch Administrators in Richardson Wealth’s other offices located in the other provinces in Canada providing software and process related training, supporting human resources functions such as recruitment and employee relations and managing the branch facilities and equipment.

Duties And Responsibilities

• Execute the directives and initiatives of the Branch Manager to ensure branch efficiencies and management
• Implement company policies, programs and processes to enhance the Investment Advisor Team(s) and client experience
• Provide basic technology support to new Investment Advisor teams and employees and coordinate with IT Support at Head Office as needed
• Play a role in ensuring projects and initiatives go through proper change management
• Ensure all internal and external employment standards are met in the branch
• Supervise support staff and conduct monthly meetings to ensure they are aware of any updates that affect their role / business
• Share knowledge and any relevant industry news and development within Richardson Wealth with branch staff and take initiative to share knowledge and experience of others to better the branch as a whole
• Identify training needs and implement solutions to fill gaps by using tools and head office support
• Support Investment Advisors in the fair management and professional development of new and existing team members
• Coordinate and deliver training to new hires and provide ongoing training support for existing employees, collaborate with the Training & Development department at Head Office
• Ensure operational controls are being adhered to
• Attend seminars and professional development courses to stay abreast of industry changes
• Attend training and meetings with other Branch Administrators located across Canada
• Collaborate with the Human Resources department in Head Office to support Teams with all HR-related matters (e.g, recruitment, performance management, employee relations, disciplinary measures, etc.)
• Encourage a collaborative and positive branch culture where team opinion / feedback are valued and considered

Qualifications

• Proven experience as a Branch Administrator for a medium to large branch
• 5 to 10 years’ experience in the financial sector
• Solid knowledge of technology platforms and ability to provide basic support
• Ability to work efficiently, multi-task and maintain professionalism in a high pressure environment
• Strong operational efficiency, organizational skills and ability to prioritize
• Ability to work under pressure
• Autonomy, initiative and attention to detail
• Current knowledge of compliance issues published in industry bulletins
• Excellent phone and e-mail etiquette, delivering high standards of customer service
• Must be Investment Representative (IR) licensed with the Canadian Investment Regulatory Organization (CIRO)

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus : to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

We are a proud partner of Pride at Work Canada.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

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