Manager, Branch Administrator

Blue Chip Recruiting Ltd.; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment management firm in Calgary seeks an energetic Branch Administrator to join their management team. This on-site role involves providing administrative support to Investment Advisor teams, managing staff, and ensuring operational efficiency. Ideal candidates will have extensive experience in the Canadian financial sector and proven leadership skills. If you thrive in a high-pressure environment and possess a strong customer service orientation, we want to hear from you!

Qualifications

• 5 to 10 years’ experience in the Canadian financial sector.
• Proven experience in a leadership role in Financial Services.
• Current knowledge of IIROC compliance issues.

Responsibilities

• Provide administrative and operational support to Investment Advisor teams.
• Manage branch staff and support HR functions.
• Liaise with internal departments and provide training.

Skills

Leadership

Customer Service

Organizational Skills

Attention to Detail

Education

Canadian Securities Course (CSC)

Conduct and Practice Handbook (CPH)

Tools

Investment Industry Technology Platforms

Job description

Our client, a top tier Investment Management firm, would like an energetic Branch Administrator to join their management team. The role is on-site, in their flagship branch in Calgary.

This leadership Role is strongly focussed on providing administrative and operational support to stellar Investment Advisor (IIROC) teams. Being the Branch Administrator includes : managing branch staff, supporting human resources functions such as recruitment and employee relations, liaising with internal departments, providing software and process related training, and managing the branch facilities and equipment. You are the hub of the network!

Please ask for more detail if interested. An extensive description is available.

Qualifications :

• 5 to 10 years’ experience in the Canadian financial sector, IIROC preferred
• Proven experience in a leadership role (Branch Administrator / team leader / Office Manager) in a medium to large branch in Financial Services
• Excellent phone and e-mail etiquette, delivering high standards of customer service to internal and external clients / stakeholders
• Preferred : Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Course completed, IR Licensed with IIROC but experience in a similar role will be considered.
• Current knowledge of IIROC compliance issues published in internal bulletins
• Solid knowledge of Investment Industry 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

A detailed description of the role will be provided to all interested and qualified applicants. Lets talk!

IIROC, “Branch Administrator”, Investment Representative, Investment Associate, Team Lead, Licensed Associate, Licensed Assistant