Manager, Branch Administrator

Richardson Wealth; Ottawa; On-site; CAD 66,000 - 78,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth is seeking a Manager, Branch Administrator to lead branch operations, supervise staff, and collaborate with Toronto head office. The role involves coordinating HR, training, technology support, and compliance across Canada.

You will drive operational efficiency, support Investment Advisors, and foster a collaborative branch culture while ensuring standards are met in a dynamic environment.

Qualifications

• Proven experience as a Branch Administrator in a medium to large branch.
• 5–10 years in the financial sector.
• Solid knowledge of technology platforms and basic support.
• Ability to work efficiently, multi-task and stay professional under pressure.
• Strong operational efficiency, organizational skills and prioritization.
• Autonomy, initiative and strong attention to detail.
• Current knowledge of compliance issues from industry bulletins.
• French communication skills (written and verbal) are assets.
• Excellent phone and email etiquette, delivering high standards of customer service.
• May be licensed as Investment Representative (IR) or Registered Representative (CIRO).

Responsibilities

• Execute directives of the Branch Manager to ensure branch efficiency and management.
• Implement company policies to enhance the Investment Advisor teams and client experience.
• Provide basic technology support and coordinate with IT at Head Office.
• Ensure projects go through proper change management and compliance.
• Oversee branch staff, conduct monthly meetings, and share updates.
• Share knowledge and industry news with branch staff and mentor others.
• Identify training needs and coordinate solutions with head office support.
• Support Advisors in professional development and fair team management.
• Coordinate and deliver training to new hires with HR and Training & Development.

Skills

Branch administration

Financial sector experience

Technology basics

Multi-tasking

Operational efficiency

Attention to detail

Compliance knowledge

French skills

Customer service etiquette

IR/CIRO license potential

Job description

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.

This is an existing vacancy.

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
• Autonomy, initiative and attention to detail
• Current knowledge of compliance issues published in industry bulletins
• French communication skills (written and verbal) an asset
• Excellent phone and e-mail etiquette, delivering high standards of customer service
• May be Investment Representative (IR) or Registered Representative (RR) licensed with the Canadian Investment Regulatory Organization (CIRO)

Salary & Benefits

• The expected annualized base salary range for this role is $66,000-$78,000.
• The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity.
• Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.