Senior Branch Administrator

King Street Associates; Montreal (administrative region); On-site; CAD 70,000 - 90,000; Full time

Job summary

A well-established investment firm is seeking a Senior Branch Administrator for their Montreal office. The role involves overseeing daily operations, managing staff, and ensuring high service standards. Candidates should have at least 5 years of experience in the financial sector, leadership capabilities, and be bilingual in French and English. Strong organizational and communication skills are essential for this position, which plays a critical role in client relationship management. The firm emphasizes collaboration, accountability, and ongoing development.

Qualifications

• Minimum 5 years of experience in investment brokerage or financial services.
• Completion of Investment Representative or Registered Representative licensing requirements.
• Prior supervisory or people management experience.

Responsibilities

• Oversee day-to-day operational and administrative functions of the branch.
• Support the Branch Manager in supervising advisory and support staff.
• Coordinate with back-office teams to ensure seamless client service.

Skills

Leadership

Time Management

Client Relationship Management

Bilingual Communication

Organizational Skills

Education

Diploma or degree in Finance or related field

Tools

Microsoft Office Suite

CRM Platforms

Job description

Senior Branch Administrator, Montreal, QC

Our client is a well-established and highly regarded independent investment dealer in Canada, providing a comprehensive suite of investment products and advisory services tailored to individuals seeking personalized wealth management solutions. The organization is built on a culture of collaboration, accountability, and ongoing improvement.

About the Firm

This is a senior-level administrative leadership position within a branch office setting. The Senior Branch Administrator is instrumental in guiding and energizing the team toward delivering an outstanding client experience. Reporting to the Branch Manager, you will oversee day-to-day operational and administrative functions while ensuring consistently high service standards across all areas of the branch.

You are a dependable, self-driven professional with strong organizational capabilities who can manage competing deadlines both independently and collaboratively. A proven track record in time management and a genuine commitment to service excellence are essential.

Through effective service leadership, this role is central to cultivating a culture of excellence—partnering across the organization, mentoring administrative staff, and championing high-quality practices. The position also plays a vital part in advancing strategic priorities such as talent acquisition, staff development, and long‑term business growth.

Acting as a representative of the firm in the broader community, you will spearhead efforts to strengthen existing client relationships and attract new ones.

Core Responsibilities

• Serve as the primary point of contact for Financial Advisors, Sales Assistants, and support personnel regarding operational and administrative matters
• Support the Branch Manager in supervising advisory and support staff, addressing workplace concerns, and coordinating with back‑office teams to ensure seamless client service
• Stay current on industry developments, AML regulations, and internal policies; act as the branch’s liaison with corporate department heads and subject matter experts
• Deliver continuous training to Sales Assistants and Financial Advisors on evolving regulations affecting retail operations
• Manage account openings, updates, and KYC documentation to ensure full compliance with regulatory standards
• Provide back‑up support to Financial Advisors and Assistants with trade entries and other transactional tasks as needed
• Coordinate and process cheques and electronic fund transfers on an as‑needed basis
• Plan and execute branch and client‑facing events, managing the full lifecycle from approvals through to post‑event follow‑up
• Contribute to the development and execution of marketing initiatives including email campaigns, seminars, and social media content
• Maintain the Branch Manager’s calendar in Outlook, coordinating and confirming meetings and appointments
• Support the completion of both internal and external compliance and regulatory audits
• Build and maintain operational records and controls that enable the Branch Manager to run the branch efficiently
• Assist in the preparation of branch budgets, analysis of monthly financial statements, and resolution of any variances
• Prepare and format correspondence, reports, presentations, and other materials using Microsoft Office applications
• Handle incoming and outgoing calls on the main office line, fielding general inquiries and client service requests
• Ensure timely completion of required continuing education and professional development courses
• Carry out general office duties and escalate issues to the Branch Manager when appropriate

Keys to Success in This Role

• Embody the firm’s vision and values, fostering a positive and engaged branch culture
• Model exceptional client service and demonstrate how to build deeper, more meaningful client relationships
• Provide hands‑on support and training to ensure advisory and CRM tools are used effectively across the team
• Coach and develop employees by understanding their strengths and providing regular, constructive feedback
• Create growth pathways for team members through job shadowing, stretch assignments, and targeted training opportunities
• Build strong peer relationships to facilitate idea‑sharing, informal coaching, and mentorship
• Celebrate team wins and individual achievements to reinforce high performance and organizational commitment
• Clearly communicate how individual performance expectations connect to broader business objectives
• Actively recruit talented individuals from the community to strengthen the branch team
• Collaborate closely with Human Resources on all personnel matters and employee relations
• Safeguard the firm, its clients, and its stakeholders by ensuring adherence to all regulatory requirements and internal compliance standards
• Oversee the full scope of branch operations, driving a culture of operational excellence and strong governance outcomes

Ideal Candidate Profile

• An engaging and motivational leader with a track record of coaching diverse teams, navigating change, and contributing to business profitability
• Skilled at cultivating and sustaining strong relationships across all levels—from frontline staff to senior executives and community stakeholders
• A strategic and analytical thinker who can assess complex challenges, craft creative solutions, and deliver well‑founded recommendations
• Thrives in fast‑moving, high‑complexity environments where priorities shift frequently and ambiguity is common
• A genuine team player who actively supports others’ success, encourages open dialogue, and welcomes constructive debate
• Passionate about continuous learning and dedicated to elevating the capabilities of the broader service team through ongoing development
• Solid understanding of core HR practices including talent acquisition, performance management, and employee growth

Required Qualifications

• Minimum 5 years of experience within the investment brokerage or broader financial services sector
• Diploma or degree, or an equivalent combination of experience, education, and/or training
• Completion of Investment Representative or Registered Representative licensing requirements
• Prior experience in a supervisory or people management capacity is essential
• Bilingual proficiency (French and English) with strong written and verbal communication abilities
• Polished interpersonal and relationship management skills across multiple channels—in‑person, phone, email, and video
• Demonstrated ability to handle sensitive and confidential information with professionalism and discretion
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); familiarity with CRM platforms is a plus
• Strong organizational skills with the ability to juggle numerous detailed tasks in a dynamic, deadline‑driven setting
• Sound judgment, proactive mindset, and strong problem‑solving capabilities
• Equally effective working autonomously or as part of a collaborative team
• Meticulous attention to detail paired with a warm, professional demeanor