Branch Administrator

CIBC • Calgary, AB

9d • Onsite

About The Position

As the Branch Administrator, you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include operational and administrative support to the branch and Investment Advisors, oversight of transactional banking functions, consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch profitability. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

Requirements

• Certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Current accreditation and good standing for CIRO-ID licensing.
• Strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
• Strong communicator.
• Able to communicate effectively with staff and clients.
• Problem solving skills sufficient to resolve numerous issues and conflicts.
• Bring your real self to work, and live our values – trust, teamwork and accountability.

Responsibilities

• Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events.
• Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability.
• Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.
• Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds.
• Write up trade tickets ensuring accuracy of all particulars pertaining to a trade.
• Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading.
• Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed