Senior Branch Operations Leader

King Street Associates; Montreal; Presencial; CAD 70.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Leadership

Time Management

Client Relationship Management

Bilingual Communication

Organizational Skills

Educación

Diploma or degree in Finance or related field

Herramientas

Microsoft Office Suite

CRM Platforms

Descripción del empleo

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.