Senior Branch Administrator CIBC Wood Gundy
About The Position
As a member of the CIBC Wood Gundy team, you will be responsible for contributing to the people management of a large support team, including creating a positive work environment, leading and coaching support staff, developing employee capability and managing performance. As the Senior Branch Administrator, you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include hiring, management and supervision of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors, oversight of fund transactions, 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. Details of your work arrangements will be discussed at the time of your interview.
Requirements
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certified professional.
- Current accreditation and good standing for CIRO-ID licensing.
- A postsecondary degree/diploma and/or 4 years of relevant experience.
- Strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
- Strong management and interpersonal skills to effectively manage and coach support staff.
- Ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
- Ability 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
- Contribute to the people management of a large support team, including creating a positive work environment, leading and coaching support staff, developing employee capability and managing performance.
- Effectively manage all administrative aspects of Wood Gundy branch operations.
- Oversee the hiring, management and supervision of non-commissioned branch staff.
- Provide operational and administrative support to the branch and Investment Advisors.
- Oversee fund transactions.
- Consistently demonstrate high levels of internal and external client service.
- Adhere to compliance and audit requirements.
- Maintain branch profitability.
- Oversee the hiring, training, scheduling, supervision and performance management of all support staff in the branch.
- Manage the hiring process for all support staff roles including obtaining Head Office approval, participating in interviewing and selecting candidates.
- Support Branch Manager in cultivating a performance-oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.
- 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.
- May provide back up to the Operations team and Branch Administrators.
- 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
- A benefits program
- Defined benefit pension plan
- An employee share purchase plan
- A 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
