Branch Administration Support

Wellington-Altus•Winnipeg, MB

1d•Onsite

About The Position

Reporting to the Director, Client Services, the Branch Administration Support is responsible for assisting in the effective coordination and execution of daily branch operations. This role provides essential administrative and operational support to ensure the branch functions smoothly and efficiently. The Branch Administration Support plays a key role in enhancing operational excellence and ensuring exceptional experiences for both staff and clients.

Requirements

A degree or diploma in business administration or a similar field of study.
2+ years’ financial services industry experience working in a high growth environment.
1+ years’ experience in a customer/client-service facing role.
Equivalent combination of education and experience may be considered.
Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to providing extraordinary service.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent problem-solving skills.
Strong organizational skills.
A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
An ability to maintain the highest levels of confidentiality.
Must be legally eligible to work in Canada.

Nice To Haves

Experience in the wealth management or other regulated industry is a strong asset.

Responsibilities

Support day-to-day operational requirements to maintain smooth branch operations by maintaining adequate levels of office inventory
Process and track all branch courier requests.
Receive incoming mail and packages, ensuring timely distribution.
Support facilities management through ticket submission related to temperature, maintenance, cleaning, etc.
Coordinate Purolator shipment requests.
Ensure client experience supplies (water, pop, etc) are in stock and available for employees.
Process large mailouts as requested.
Answer inquiries related to Head Office employee amenities including dry cleaning services, gym inquiries and conference center inquiries.
Assist with meeting scheduling for all Head Office Boardrooms and provide technological set-up assistance.
Create Welcome Packages for all new employees to support the new hire experience.
Act as the main point of contact for inquiries related to Branch Support and Client Services.
Support both ‘Transfer In’ and ‘Transfer Out’ processes.
Perform other duties as assigned.